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
201
$93K 0.02%
360
-30
202
$91K 0.02%
914
+48
203
$90K 0.02%
3,871
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204
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921
205
$89K 0.02%
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206
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53
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207
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2,115
+26
208
$88K 0.02%
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$87K 0.02%
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210
$87K 0.02%
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+1
211
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281
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212
$85K 0.02%
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213
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214
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215
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216
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556
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217
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218
$79K 0.02%
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219
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221
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222
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223
$75K 0.02%
330
224
$74K 0.02%
344
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225
$74K 0.02%
206
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