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
176
$99K 0.03%
3,900
177
$98K 0.03%
4,015
+500
178
$97K 0.03%
1,114
+2
179
$95K 0.03%
1,060
-30
180
$94K 0.03%
1,388
181
$89K 0.03%
1,620
+4
182
$89K 0.03%
836
-50
183
$87K 0.03%
856
-128
184
$87K 0.03%
705
185
$84K 0.03%
841
+15
186
$83K 0.03%
1,818
187
$83K 0.03%
3,725
188
$81K 0.03%
51
-22
189
$81K 0.03%
952
190
$81K 0.03%
866
191
$80K 0.03%
803
192
$80K 0.03%
1,000
193
$79K 0.03%
5,202
-2,077
194
$78K 0.03%
3,330
-200
195
$78K 0.03%
6,400
196
$78K 0.03%
672
-672
197
$77K 0.03%
3,564
-89
198
$75K 0.02%
4,731
199
$74K 0.02%
920
-48
200
$74K 0.02%
206
6 7
8
9 10