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
$385M
AUM Growth
+$49.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
632
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.03M
3
+$1.32M
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$1.14M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$3.19M
2
+$2.78M
3
+$1.31M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$633K
5
WFC icon
Wells Fargo
WFC
+$477K

Sector Composition

1 Financials 14.3%
2 Technology 12.48%
3 Healthcare 8.7%
4 Consumer Discretionary 8.24%
5 Communication Services 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.2M 0.57%
18,945
+8,325
52
$2.05M 0.53%
80,100
+2,100
53
$2.02M 0.52%
81,000
+1,600
54
$2.02M 0.52%
29,501
-75
55
$1.96M 0.51%
22,380
+820
56
$1.93M 0.5%
73,350
+2,100
57
$1.9M 0.49%
59,432
+22,587
58
$1.82M 0.47%
83,707
-3,333
59
$1.76M 0.46%
77,975
-500
60
$1.67M 0.43%
23,400
+2,225
61
$1.59M 0.41%
2,474
+1,650
62
$1.55M 0.4%
23,042
+107
63
$1.51M 0.39%
17,795
-3,345
64
$1.51M 0.39%
17,921
-1,226
65
$1.51M 0.39%
24,598
+3,498
66
$1.5M 0.39%
9,428
+4,078
67
$1.49M 0.39%
38,760
+19,975
68
$1.49M 0.39%
8,362
+200
69
$1.38M 0.36%
1,915
-8
70
$1.32M 0.34%
+29,787
71
$1.32M 0.34%
9,558
-131
72
$1.23M 0.32%
81,372
-2,340
73
$1.22M 0.32%
39,786
-3,480
74
$1.2M 0.31%
14,056
+980
75
$1.14M 0.3%
42,900
+2,100
1 2
3
4 5