LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
-4.8%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$428M
AUM Growth
-$62.6M
(-13%)
Cap. Flow
-$37.8M
Cap. Flow
% of AUM
-8.83%
Top 10 Holdings %
Top 10 Hldgs %
26.4%
Holding
388
New
16
Increased
139
Reduced
139
Closed
66
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$3.36M |
| 2 |
iShares Global Comm Services ETF
IXP
|
$2.41M |
| 3 |
ProShares Short S&P500
SH
|
$1.86M |
| 4 |
Vanguard Financials ETF
VFH
|
$1.31M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$975K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.85M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$4.15M |
| 3 |
Blackstone
BX
|
$2.6M |
| 4 |
Consolidated Edison
ED
|
$1.93M |
| 5 |
Apple
AAPL
|
$1.85M |
Sector Composition
| 1 | Technology | 14.54% |
| 2 | Industrials | 6.93% |
| 3 | Healthcare | 6.48% |
| 4 | Consumer Discretionary | 5.75% |
| 5 | Financials | 5.49% |
