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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.41M
3
+$1.86M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$975K

Top Sells

1
+$4.85M
2
+$4.15M
3
+$2.6M
4
ED icon
Consolidated Edison
ED
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 14.54%
2 Industrials 6.93%
3 Healthcare 6.48%
4 Consumer Discretionary 5.75%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$325K 0.08%
8,365
+1,841
227
$317K 0.07%
5,157
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228
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235
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237
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239
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241
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247
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248
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249
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+2,756
250
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6,113
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10
11 12