LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $715M
1-Year Est. Return 16.06%
This Quarter Est. Return
1 Year Est. Return
+16.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
+$59.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$1.88M
3
+$1.72M
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$1.16M
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$1.05M

Top Sells

1
+$1.26M
2
+$755K
3
+$306K
4
LLY icon
Eli Lilly
LLY
+$260K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$253K

Sector Composition

1 Technology 14.86%
2 Financials 12.22%
3 Healthcare 8.62%
4 Consumer Discretionary 6.44%
5 Consumer Staples 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$419 ﹤0.01%
10
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$418 ﹤0.01%
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$403 ﹤0.01%
4
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$370 ﹤0.01%
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$363 ﹤0.01%
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$347 ﹤0.01%
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608
$344 ﹤0.01%
+4
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$342 ﹤0.01%
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$339 ﹤0.01%
4
611
$310 ﹤0.01%
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$298 ﹤0.01%
10
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$292 ﹤0.01%
2
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$283 ﹤0.01%
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10
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$237 ﹤0.01%
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$203 ﹤0.01%
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619
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$199 ﹤0.01%
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$146 ﹤0.01%
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623
$110 ﹤0.01%
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29
625
$95 ﹤0.01%
2
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