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
101
$1.18M 0.18%
10,841
-520
102
$1.17M 0.18%
11,127
+248
103
$1.13M 0.18%
8,103
+4
104
$1.08M 0.17%
12,046
+1,208
105
$1.08M 0.17%
4,636
-47
106
$1.03M 0.16%
9,745
+363
107
$986K 0.15%
13,526
+13,524
108
$961K 0.15%
252
109
$959K 0.15%
10,911
-2,626
110
$947K 0.15%
11,372
-37
111
$936K 0.15%
23,884
-600
112
$926K 0.15%
18,217
+198
113
$867K 0.14%
4,917
+345
114
$862K 0.14%
5,905
-47
115
$796K 0.12%
2,271
+7
116
$783K 0.12%
42,275
+29,465
117
$773K 0.12%
13,256
-1,484
118
$771K 0.12%
15,510
+5,965
119
$725K 0.11%
8,431
-253
120
$713K 0.11%
25,195
+3,010
121
$703K 0.11%
8,745
+260
122
$625K 0.1%
6,734
-590
123
$622K 0.1%
9,462
-22
124
$620K 0.1%
12,420
-1,540
125
$619K 0.1%
9,765
-50
3 4
5
6 7