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
151
$139K 0.05%
7,569
-1,050
152
$137K 0.05%
690
-345
153
$136K 0.04%
629
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154
$136K 0.04%
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155
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415
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156
$134K 0.04%
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157
$134K 0.04%
1,028
158
$132K 0.04%
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159
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160
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161
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163
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164
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165
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166
$111K 0.04%
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167
$111K 0.04%
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171
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172
$105K 0.03%
3,210
173
$102K 0.03%
721
174
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525
175
$101K 0.03%
5,754
+1,080
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