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
$304M
AUM Growth
+$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.33M
3
+$691K
4
ABBV icon
AbbVie
ABBV
+$671K
5
AMZN icon
Amazon
AMZN
+$637K

Top Sells

1
+$4.38M
2
+$1.05M
3
+$594K
4
AAPL icon
Apple
AAPL
+$435K
5
RTX icon
RTX Corp
RTX
+$402K

Sector Composition

1 Financials 13.58%
2 Technology 12.57%
3 Healthcare 8.91%
4 Consumer Discretionary 8.01%
5 Consumer Staples 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$835K 0.27%
14,798
+393
77
$834K 0.27%
33,200
+1,590
78
$832K 0.27%
38,950
-520
79
$825K 0.27%
11,256
+900
80
$801K 0.26%
6,935
+257
81
$800K 0.26%
5,922
82
$789K 0.26%
6,412
+240
83
$780K 0.26%
2,752
+1,559
84
$725K 0.24%
9,610
-200
85
$677K 0.22%
4,772
+147
86
$646K 0.21%
15,365
-1,510
87
$627K 0.21%
10,974
+497
88
$615K 0.2%
10,980
+7,148
89
$587K 0.19%
6,165
+131
90
$580K 0.19%
6,561
91
$575K 0.19%
5,310
-296
92
$574K 0.19%
2,777
93
$553K 0.18%
9,806
-313
94
$531K 0.17%
14,930
+25
95
$525K 0.17%
824
96
$515K 0.17%
34,620
+704
97
$502K 0.17%
8,605
-100
98
$501K 0.16%
23,110
99
$490K 0.16%
8,192
-1,240
100
$484K 0.16%
25,098
2 3
4
5 6