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
$639M
AUM Growth
-$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
750
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.34M
3
+$1.06M
4
UBER icon
Uber
UBER
+$985K
5
DUK icon
Duke Energy
DUK
+$574K

Top Sells

1
+$972K
2
+$746K
3
+$604K
4
JPM icon
JPMorgan Chase
JPM
+$381K
5
DG icon
Dollar General
DG
+$231K

Sector Composition

1 Technology 14.16%
2 Financials 12.94%
3 Healthcare 7.62%
4 Consumer Discretionary 5.83%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1.89K ﹤0.01%
+45
602
$1.87K ﹤0.01%
+75
603
$1.87K ﹤0.01%
20
604
$1.8K ﹤0.01%
25
605
$1.74K ﹤0.01%
186
606
$1.71K ﹤0.01%
+10
607
$1.66K ﹤0.01%
19
608
$1.59K ﹤0.01%
11
609
$1.53K ﹤0.01%
176
610
$1.51K ﹤0.01%
18
611
$1.49K ﹤0.01%
10
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8
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$1.45K ﹤0.01%
9
614
$1.43K ﹤0.01%
+15
615
$1.42K ﹤0.01%
14
616
$1.39K ﹤0.01%
8
617
$1.38K ﹤0.01%
1
618
$1.31K ﹤0.01%
7
619
$1.29K ﹤0.01%
232
-167
620
$1.27K ﹤0.01%
18
621
$1.21K ﹤0.01%
+12
622
$1.21K ﹤0.01%
7
623
$1.19K ﹤0.01%
43
-430
624
$1.18K ﹤0.01%
12
625
$1.15K ﹤0.01%
58
23 24
25
26 27