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
$412M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.28M
3
+$1.03M
4
VUG icon
Vanguard Growth ETF
VUG
+$991K
5
NVDA icon
NVIDIA
NVDA
+$867K

Top Sells

1
+$1.05M
2
+$696K
3
+$386K
4
AAPL icon
Apple
AAPL
+$346K
5
IYW icon
iShares US Technology ETF
IYW
+$264K

Sector Composition

1 Financials 14.83%
2 Technology 11.79%
3 Healthcare 8.6%
4 Consumer Discretionary 7.99%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$157K 0.04%
2,000
177
$150K 0.04%
2,600
178
$148K 0.04%
1,664
+644
179
$146K 0.04%
445
-70
180
$143K 0.03%
2,644
-196
181
$138K 0.03%
5,544
182
$138K 0.03%
3,638
+875
183
$132K 0.03%
570
184
$131K 0.03%
3,316
+11
185
$131K 0.03%
1,125
-65
186
$130K 0.03%
2,370
+750
187
$128K 0.03%
1,290
-75
188
$127K 0.03%
991
+36
189
$125K 0.03%
585
190
$122K 0.03%
1,397
+10
191
$121K 0.03%
705
192
$119K 0.03%
1,185
+116
193
$116K 0.03%
1,000
194
$116K 0.03%
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195
$114K 0.03%
49
196
$113K 0.03%
4,082
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197
$113K 0.03%
672
198
$110K 0.03%
1,600
199
$108K 0.03%
3,210
200
$106K 0.03%
803
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