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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$485K 0.08%
10,623
-4,860
227
$484K 0.08%
+12,948
228
$483K 0.08%
8,064
-291
229
$481K 0.08%
+7,564
230
$472K 0.08%
+4,578
231
$471K 0.08%
+4,122
232
$468K 0.07%
+7,790
233
$465K 0.07%
+4,329
234
$463K 0.07%
+4,028
235
$463K 0.07%
6,382
+556
236
$462K 0.07%
+2,155
237
$459K 0.07%
21,065
-18,100
238
$459K 0.07%
8,677
-95
239
$456K 0.07%
2,826
-392
240
$449K 0.07%
+10,977
241
$445K 0.07%
17,935
+244
242
$444K 0.07%
+1,984
243
$436K 0.07%
1,259
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244
$434K 0.07%
+3,015
245
$434K 0.07%
7,862
246
$434K 0.07%
11,073
+1,692
247
$433K 0.07%
+7,073
248
$428K 0.07%
+19,662
249
$424K 0.07%
4,483
-108
250
$420K 0.07%
4,056
-2,926
8 9
10
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