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
$303M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.44M
3
+$1.32M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.1M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$983K

Top Sells

1
+$22.5M
2
+$9.72M
3
+$9.59M
4
MSFT icon
Microsoft
MSFT
+$7.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.22M

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 6.51%
3 Financials 5.89%
4 Healthcare 5.36%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$245K 0.08%
3,274
+115
227
$243K 0.08%
8,091
228
$242K 0.08%
+9,550
229
$241K 0.08%
1,377
-187
230
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+277
231
$240K 0.08%
2,535
+314
232
$237K 0.08%
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-305
233
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3,019
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234
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980
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235
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236
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-6,770
237
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238
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239
$228K 0.08%
+2,098
240
$228K 0.08%
16,983
+2,440
241
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3,962
242
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243
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244
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2,150
245
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4,062
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246
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6,004
247
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2,319
-1,217
248
$218K 0.07%
565
-17
249
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+2,355
250
$217K 0.07%
3,720
-3,104
8 9
10
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