LWM

Laidlaw Wealth Management Portfolio holdings

AUM $42M
1-Year Est. Return 57.01%
This Quarter Est. Return
1 Year Est. Return
+57.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$805K
3
+$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1
+$1.29M
2
+$1.12M
3
+$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$381K 0.07%
4,523
-100
227
$380K 0.07%
2,629
-230
228
$378K 0.07%
5,971
+976
229
$377K 0.07%
1,072
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230
$376K 0.07%
+16,412
231
$373K 0.07%
10,034
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232
$371K 0.07%
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233
$369K 0.07%
19,019
-12,397
234
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3,164
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235
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2,951
236
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12,155
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237
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238
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2,994
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239
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1,605
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240
$352K 0.07%
18,042
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241
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242
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243
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3,210
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244
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245
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246
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247
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12,767
+1,172
248
$340K 0.07%
7,950
-2,300
249
$338K 0.07%
18,002
+301
250
$338K 0.07%
2,757
-104
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10
11 12