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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$417K 0.07%
+4,246
252
$415K 0.07%
+1,178
253
$414K 0.07%
+17,760
254
$413K 0.07%
+2,790
255
$410K 0.07%
2,085
-447
256
$409K 0.07%
7,971
257
$406K 0.06%
+12,350
258
$396K 0.06%
+3,313
259
$392K 0.06%
4,824
+140
260
$389K 0.06%
2,310
+156
261
$388K 0.06%
+2,713
262
$387K 0.06%
7,634
-8,987
263
$385K 0.06%
9,182
-4,042
264
$384K 0.06%
+6,050
265
$381K 0.06%
2,951
266
$379K 0.06%
+5,523
267
$378K 0.06%
+2,112
268
$376K 0.06%
+1,526
269
$376K 0.06%
+5,584
270
$373K 0.06%
8,050
271
$365K 0.06%
+6,039
272
$364K 0.06%
5,482
-53
273
$363K 0.06%
6,650
274
$362K 0.06%
2,211
+224
275
$359K 0.06%
7,134
-30,575
9 10
11
12 13