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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$316K 0.07%
+5,042
252
$315K 0.07%
12,013
253
$314K 0.07%
+7,840
254
$314K 0.07%
+7,600
255
$313K 0.07%
+1,550
256
$313K 0.07%
+2,951
257
$312K 0.07%
3,748
+193
258
$311K 0.07%
+9,000
259
$309K 0.07%
4,100
-150
260
$306K 0.06%
+4,796
261
$304K 0.06%
+7,890
262
$301K 0.06%
+36,500
263
$301K 0.06%
+30,919
264
$300K 0.06%
+20,425
265
$300K 0.06%
170,658
+37,990
266
$298K 0.06%
+828
267
$297K 0.06%
+4,248
268
$294K 0.06%
+5,384
269
$292K 0.06%
+4,753
270
$291K 0.06%
+26,007
271
$287K 0.06%
+1,355
272
$285K 0.06%
+6,107
273
$283K 0.06%
689
-26
274
$280K 0.06%
1,689
-59
275
$278K 0.06%
+4,225
9 10
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