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
651
$816 ﹤0.01%
26
652
$783 ﹤0.01%
6
653
$751 ﹤0.01%
46
654
$677 ﹤0.01%
3
655
$660 ﹤0.01%
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656
$624 ﹤0.01%
3
657
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658
$601 ﹤0.01%
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659
$598 ﹤0.01%
5
660
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$511 ﹤0.01%
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$488 ﹤0.01%
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$363 ﹤0.01%
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$348 ﹤0.01%
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$337 ﹤0.01%
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669
$311 ﹤0.01%
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670
$311 ﹤0.01%
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$250 ﹤0.01%
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$245 ﹤0.01%
10
675
$220 ﹤0.01%
15
25 26
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28 29