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
176
$133K 0.03%
1,907
-150
177
$130K 0.03%
1,365
+910
178
$127K 0.03%
525
179
$127K 0.03%
585
-25
180
$126K 0.03%
5,544
+45
181
$121K 0.03%
3,305
-207
182
$121K 0.03%
1,387
+19
183
$113K 0.03%
2,035
+850
184
$112K 0.03%
3,650
+100
185
$112K 0.03%
3,210
186
$111K 0.03%
2,150
-70
187
$109K 0.03%
+303
188
$109K 0.03%
955
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189
$109K 0.03%
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190
$107K 0.03%
705
191
$105K 0.03%
+1,000
192
$104K 0.03%
444
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193
$104K 0.03%
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194
$104K 0.03%
570
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195
$100K 0.03%
672
196
$98K 0.03%
1,818
197
$98K 0.03%
1,020
198
$97K 0.03%
721
199
$96K 0.03%
803
200
$95K 0.02%
2,763
+715
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