LWANC

Laurel Wealth Advisors (North Carolina) Portfolio holdings

AUM $6.97B
1-Year Est. Return 11.97%
This Quarter Est. Return
1 Year Est. Return
+11.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$622M
AUM Growth
+$50.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Sells

1 +$48.4M
2 +$1.92M
3 +$1.25M
4
ATRI
Atrion Corp
ATRI
+$1.07M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$835K

Sector Composition

1 Technology 15.46%
2 Financials 11.82%
3 Healthcare 8.23%
4 Consumer Discretionary 6.11%
5 Consumer Staples 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-50
752
-42
753
-300
754
-35