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
$491M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$3.79M
3
+$3.6M
4
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$1.48M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.35M

Top Sells

1
+$4.74M
2
+$4.74M
3
+$4.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.58M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.15M

Sector Composition

1 Technology 14.24%
2 Industrials 6.91%
3 Financials 5.89%
4 Healthcare 5.77%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$334K 0.07%
9,868
+39
252
$333K 0.07%
7,121
-518
253
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6,612
-2,441
254
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699
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255
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7,273
+12
256
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3,313
257
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+8,879
258
$313K 0.06%
4,963
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259
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260
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261
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262
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263
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4,913
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264
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3,497
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265
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266
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271
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272
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1,108
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273
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947
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274
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15,275
-10
275
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3,247
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9 10
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12 13