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
626
$73 ﹤0.01%
1
627
$70 ﹤0.01%
3
628
$64 ﹤0.01%
4
629
$61 ﹤0.01%
680
630
$41 ﹤0.01%
9
631
$38 ﹤0.01%
3
632
$30 ﹤0.01%
5
633
$22 ﹤0.01%
5
634
$20 ﹤0.01%
2
635
$17 ﹤0.01%
1
636
$11 ﹤0.01%
2
637
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638
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639
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