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
$439M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
793
New
Increased
Reduced
Closed

Sector Composition

1 Financials 13.91%
2 Technology 12.43%
3 Healthcare 8.35%
4 Consumer Discretionary 7.43%
5 Communication Services 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$2K ﹤0.01%
71
627
$2K ﹤0.01%
123
628
$1K ﹤0.01%
8
629
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56
630
$1K ﹤0.01%
10
631
$1K ﹤0.01%
350
632
$1K ﹤0.01%
774
633
$1K ﹤0.01%
80
-48
634
$1K ﹤0.01%
24
635
$1K ﹤0.01%
24
636
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13
637
$1K ﹤0.01%
100
638
$1K ﹤0.01%
22
639
$1K ﹤0.01%
65
640
$1K ﹤0.01%
7
641
$1K ﹤0.01%
50
642
$1K ﹤0.01%
19
643
$1K ﹤0.01%
7
644
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1
645
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9
646
$1K ﹤0.01%
10
647
$1K ﹤0.01%
29
648
$1K ﹤0.01%
14
649
$1K ﹤0.01%
50
650
$1K ﹤0.01%
18