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
$388M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.21M
3
+$4.51M
4
AMGN icon
Amgen
AMGN
+$2.19M
5
BDX icon
Becton Dickinson
BDX
+$2.15M

Top Sells

1
+$994K
2
+$771K
3
+$593K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$587K
5
DMYD
dMY Technology Group, Inc. II
DMYD
+$515K

Sector Composition

1 Technology 19.79%
2 Financials 7.99%
3 Communication Services 6.74%
4 Consumer Discretionary 5.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$231K 0.06%
14,183
227
$231K 0.06%
+3,900
228
$230K 0.06%
+2,672
229
$230K 0.06%
+6,900
230
$229K 0.06%
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-7
231
$227K 0.06%
9,039
-961
232
$224K 0.06%
1,090
+14
233
$223K 0.06%
2,267
234
$221K 0.06%
1,637
+56
235
$220K 0.06%
2,786
-161
236
$217K 0.06%
+5,416
237
$217K 0.06%
+1,807
238
$216K 0.06%
+4,442
239
$215K 0.06%
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240
$212K 0.05%
+1,938
241
$211K 0.05%
+2,568
242
$210K 0.05%
+7,250
243
$206K 0.05%
+7,268
244
$206K 0.05%
+1,526
245
$206K 0.05%
+4,176
246
$205K 0.05%
+3,927
247
$205K 0.05%
2,324
-172
248
$205K 0.05%
+2,410
249
$205K 0.05%
+3,500
250
$202K 0.05%
+3,538
8 9
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