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
126
$245K 0.08%
11,275
127
$243K 0.08%
+2,926
128
$233K 0.08%
4,618
+12
129
$232K 0.08%
8,273
+568
130
$227K 0.07%
3,310
-215
131
$219K 0.07%
1,721
+334
132
$212K 0.07%
856
133
$207K 0.07%
4,348
134
$202K 0.07%
2,355
135
$194K 0.06%
1,233
136
$193K 0.06%
5,876
137
$185K 0.06%
2,144
138
$183K 0.06%
1,434
-120
139
$179K 0.06%
2,208
+39
140
$173K 0.06%
5,078
+1,120
141
$166K 0.05%
9,651
+4,500
142
$165K 0.05%
7,411
+2,385
143
$165K 0.05%
+3,175
144
$164K 0.05%
830
+55
145
$160K 0.05%
544
-5
146
$157K 0.05%
899
-23
147
$151K 0.05%
2,107
148
$150K 0.05%
1,730
149
$142K 0.05%
2,031
150
$140K 0.05%
1,435
4 5
6
7 8