LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
-0.13%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$390M
AUM Growth
+$2.28M
(+0.59%)
Cap. Flow
+$4.58M
Cap. Flow
% of AUM
1.17%
Top 10 Holdings %
Top 10 Hldgs %
29.03%
Holding
290
New
23
Increased
110
Reduced
97
Closed
43
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$3.78M |
| 2 |
Thermo Fisher Scientific
TMO
|
$3.21M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.09M |
| 4 |
Danaher
DHR
|
$2.08M |
| 5 |
First Trust Senior Loan Fund ETF
FTSL
|
$1.74M |
Top Sells
| 1 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$4.52M |
| 2 |
Amgen
AMGN
|
$2.19M |
| 3 |
Becton Dickinson
BDX
|
$2.15M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.19M |
| 5 |
Amplify Transformational Data Sharing ETF
BLOK
|
$807K |
Sector Composition
| 1 | Technology | 20.53% |
| 2 | Financials | 7.92% |
| 3 | Communication Services | 6.59% |
| 4 | Consumer Discretionary | 5.35% |
| 5 | Healthcare | 5.13% |
