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
$390M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.21M
3
+$3.09M
4
DHR icon
Danaher
DHR
+$2.08M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.74M

Top Sells

1
+$4.51M
2
+$2.19M
3
+$2.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.19M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$807K

Sector Composition

1 Technology 20.53%
2 Financials 7.92%
3 Communication Services 6.59%
4 Consumer Discretionary 5.35%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$220K 0.06%
2,843
+410
227
$218K 0.06%
959
-1,316
228
$218K 0.06%
7,550
+300
229
$216K 0.06%
1,574
-63
230
$212K 0.05%
3,112
+37
231
$212K 0.05%
+4,811
232
$212K 0.05%
3,832
+294
233
$208K 0.05%
1,061
-29
234
$206K 0.05%
4,442
-2,884
235
$201K 0.05%
4,176
236
$193K 0.05%
13,849
+1,697
237
$190K 0.05%
11,860
238
$164K 0.04%
12,190
+5
239
$149K 0.04%
10,014
240
$146K 0.04%
19,180
+3,000
241
$126K 0.03%
10,318
-454
242
$117K 0.03%
11,950
243
$103K 0.03%
+500
244
$63K 0.02%
+385
245
$46K 0.01%
5,000
246
$39K 0.01%
1,225
+17
247
$23K 0.01%
1,042
-16
248
– –
-2,374
249
– –
-1,425
250
– –
-3,545
8 9
10
11 12