LWANC
Laurel Wealth Advisors (North Carolina) Portfolio holdings
AUM
$6.97B
1-Year Return
11.97%
This Quarter Return
+10.91%
1 Year Return
+11.97%
3 Year Return
+59.17%
5 Year Return
+101.7%
10 Year Return
–
AUM
$385M
AUM Growth
+$49.9M
(+15%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
4.61%
Top 10 Holdings %
Top 10 Hldgs %
31.4%
Holding
632
New
80
Increased
131
Reduced
94
Closed
46
Top Buys
| 1 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$3.62M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$2.03M |
| 3 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$1.32M |
| 4 |
iShares Global Clean Energy ETF
ICLN
|
+$1.14M |
| 5 |
Amazon
AMZN
|
+$1.12M |
Top Sells
| 1 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
+$3.19M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$2.78M |
| 3 |
IBDL
iShares iBonds Dec 2020 Term Corporate ETF
IBDL
|
+$1.31M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$633K |
| 5 |
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% |
