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
126
$364K 0.09%
8,384
-2,000
127
$357K 0.09%
7,044
-98
128
$346K 0.09%
3,429
+132
129
$346K 0.09%
4,213
+2,825
130
$345K 0.09%
4,424
+69
131
$344K 0.09%
6,995
-900
132
$343K 0.09%
970
-25
133
$326K 0.08%
1,213
-20
134
$316K 0.08%
1,445
-16
135
$311K 0.08%
10,459
+3,287
136
$311K 0.08%
2,355
137
$298K 0.08%
1,813
+83
138
$286K 0.07%
821
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139
$284K 0.07%
5,876
140
$260K 0.07%
1,704
+337
141
$251K 0.07%
4,659
+21
142
$251K 0.07%
3,714
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143
$239K 0.06%
763
+2
144
$234K 0.06%
1,456
-46
145
$223K 0.06%
5,890
-1,220
146
$222K 0.06%
4,116
-563
147
$216K 0.06%
9,875
148
$212K 0.06%
8,216
+5,816
149
$211K 0.05%
2,808
+600
150
$209K 0.05%
2,365
-920
4 5
6
7 8