LWANC
Laurel Wealth Advisors (North Carolina) Portfolio holdings
AUM
$715M
1-Year Est. Return
16.06%
1 Year Est. Return
+16.06%
AUM
$715M
AUM Growth
+$46.6M
(+7%)
Holding
189
Top Buys
| 1 | +$3.08M | |
| 2 | +$2.29M | |
| 3 | +$1.2M | |
| 4 |
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
|
+$772K |
| 5 |
Salesforce
CRM
|
+$512K |
Top Sells
| 1 | +$1.25M | |
| 2 | +$1,000K | |
| 3 | +$332K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$317K |
| 5 |
Marriott International
MAR
|
+$316K |
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Financials | 12.21% |
| 3 | Healthcare | 6.47% |
| 4 | Communication Services | 6.17% |
| 5 | Consumer Discretionary | 5.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares Preferred and Income Securities ETF
PFF
$14.2B
| – | – |
-7,885
|
|
||
177
Otis Worldwide
OTIS
$34.6B
| – | – |
-2,668
|
|
||
178
Novo Nordisk
NVO
$219B
| – | – |
-3,255
|
|
||
179
Altria Group
MO
$99.1B
| – | – |
-4,134
|
|
||
180
MannKind Corp
MNKD
$1.64B
| – | – |
-10,627
|
|
||
181
Kinder Morgan
KMI
$60.8B
| – | – |
-9,068
|
|
||
182
iShares Russell 2000 Value ETF
IWN
$11.8B
| – | – |
-1,516
|
|
||
183
iShares Core MSCI Europe ETF
IEUR
$6.81B
| – | – |
-4,146
|
|
||
184
Emerson Electric
EMR
$74.9B
| – | – |
-2,274
|
|
||
185
WisdomTree US SmallCap Earnings Fund
EES
$633M
| – | – |
-4,210
|
|
||
186
Danaher
DHR
$160B
| – | – |
-1,036
|
|
||
187
Deere & Co
DE
$126B
| – | – |
-654
|
|
||
188
DuPont de Nemours
DD
$16.7B
| – | – |
-6,976
|
|
||
189
Booking.com
BKNG
$158B
| – | – |
-50
|
|