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
201
$73K 0.02%
1,469
202
$72K 0.02%
439
203
$71K 0.02%
3,000
204
$70K 0.02%
558
205
$70K 0.02%
2,479
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206
$70K 0.02%
2,089
+35
207
$69K 0.02%
70
208
$69K 0.02%
461
209
$68K 0.02%
540
210
$64K 0.02%
1,064
+4
211
$63K 0.02%
1,641
-300
212
$63K 0.02%
3,250
+47
213
$63K 0.02%
1,750
214
$62K 0.02%
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215
$62K 0.02%
2,400
216
$61K 0.02%
334
217
$61K 0.02%
3,645
-195
218
$60K 0.02%
767
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219
$60K 0.02%
45
220
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1,230
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221
$59K 0.02%
545
222
$58K 0.02%
3,168
-130
223
$58K 0.02%
1,377
224
$57K 0.02%
330
225
$57K 0.02%
580
7 8
9
10 11