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
$249M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$12.2M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$7M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.45%
2 Healthcare 9.05%
3 Technology 8.89%
4 Consumer Discretionary 6.24%
5 Consumer Staples 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$83K 0.03%
+560
177
$83K 0.03%
+1,450
178
$82K 0.03%
+2,600
179
$81K 0.03%
+902
180
$81K 0.03%
+1,559
181
$80K 0.03%
+1,699
182
$80K 0.03%
+1,373
183
$78K 0.03%
+267
184
$75K 0.03%
+3,600
185
$75K 0.03%
+2,418
186
$74K 0.03%
+1,060
187
$73K 0.03%
+2,965
188
$73K 0.03%
+4,599
189
$72K 0.03%
+3,875
190
$72K 0.03%
+865
191
$69K 0.03%
+613
192
$69K 0.03%
+525
193
$69K 0.03%
+540
194
$68K 0.03%
+1,000
195
$66K 0.03%
+672
196
$65K 0.03%
+705
197
$64K 0.03%
+1,256
198
$64K 0.03%
+2,700
199
$64K 0.03%
+199
200
$61K 0.02%
+439
6 7
8
9 10