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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.31M
3
+$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Top Sells

1
+$3.19M
2
+$2.35M
3
+$1.34M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.32M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$382K 0.08%
3,667
+238
227
$381K 0.08%
8,358
+137
228
$380K 0.08%
1,639
+279
229
$375K 0.08%
2,578
-174
230
$370K 0.08%
+14,718
231
$369K 0.08%
2,951
232
$369K 0.08%
3,501
-345
233
$368K 0.08%
980
+54
234
$367K 0.08%
7,862
-282
235
$361K 0.08%
+5,391
236
$359K 0.08%
3,266
-2,401
237
$359K 0.08%
3,869
-139
238
$357K 0.08%
+11,330
239
$355K 0.08%
4,637
-16
240
$354K 0.08%
1,478
-372
241
$354K 0.08%
4,123
-334
242
$353K 0.08%
5,454
-639
243
$351K 0.08%
1,535
-15
244
$349K 0.08%
6,944
-1,494
245
$349K 0.07%
4,953
-10,161
246
$348K 0.07%
7,012
-274
247
$343K 0.07%
7,426
+2,082
248
$342K 0.07%
6,834
-877
249
$341K 0.07%
1,556
-5,095
250
$341K 0.07%
472
-2
8 9
10
11 12