LWM

Laidlaw Wealth Management Portfolio holdings

AUM $34.7M
1-Year Est. Return 44.33%
This Quarter Est. Return
1 Year Est. Return
+44.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$392K 0.08%
2,684
+488
227
$392K 0.08%
2,391
+3
228
$391K 0.08%
+7,305
229
$391K 0.08%
+6,414
230
$380K 0.08%
+4,407
231
$380K 0.08%
10,382
+1,290
232
$376K 0.08%
4,700
+250
233
$364K 0.08%
1,335
-129
234
$363K 0.08%
8,843
+1,143
235
$359K 0.08%
+5,947
236
$358K 0.08%
4,950
-8
237
$353K 0.07%
+57,655
238
$350K 0.07%
13,700
239
$344K 0.07%
+17,400
240
$344K 0.07%
9,685
+72
241
$344K 0.07%
+9,088
242
$342K 0.07%
+6,654
243
$336K 0.07%
+17,968
244
$334K 0.07%
+2,347
245
$330K 0.07%
17,267
-1,128
246
$329K 0.07%
+3,467
247
$324K 0.07%
3,234
-256
248
$322K 0.07%
+1,054
249
$317K 0.07%
2,023
+481
250
$316K 0.07%
+15,000
8 9
10
11 12