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
$388M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.21M
3
+$4.51M
4
AMGN icon
Amgen
AMGN
+$2.19M
5
BDX icon
Becton Dickinson
BDX
+$2.15M

Top Sells

1
+$994K
2
+$771K
3
+$593K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$587K
5
DMYD
dMY Technology Group, Inc. II
DMYD
+$515K

Sector Composition

1 Technology 19.79%
2 Financials 7.99%
3 Communication Services 6.74%
4 Consumer Discretionary 5.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$200K 0.05%
3,697
-2,393
252
$196K 0.05%
10,775
253
$193K 0.05%
11,860
+250
254
$174K 0.04%
12,185
-69,580
255
$160K 0.04%
+15,000
256
$157K 0.04%
10,014
257
$157K 0.04%
16,180
258
$152K 0.04%
+10,772
259
$119K 0.03%
11,950
260
$111K 0.03%
+35,000
261
$66K 0.02%
+136
262
$57K 0.01%
5,000
263
$55K 0.01%
10,000
-10,000
264
$49K 0.01%
+10,100
265
$47K 0.01%
1,208
+14
266
$35K 0.01%
+1,058
267
$27K 0.01%
+667
268
– –
-15,434
269
– –
-15,450
270
– –
-1,558
271
– –
-10,291
272
– –
-11,174
273
– –
-728
274
– –
-12,211
275
– –
-7,250
8 9 10
11
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