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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.41M
3
+$1.86M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$975K

Top Sells

1
+$4.85M
2
+$4.15M
3
+$2.6M
4
ED icon
Consolidated Edison
ED
+$1.93M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$277K 0.06%
3,429
+435
252
$276K 0.06%
4,778
253
$275K 0.06%
4,457
-456
254
$274K 0.06%
+8,325
255
$274K 0.06%
948
+214
256
$272K 0.06%
2,659
+242
257
$270K 0.06%
1,981
+384
258
$266K 0.06%
1,130
-1,619
259
$266K 0.06%
2,618
+78
260
$265K 0.06%
1,773
+8
261
$264K 0.06%
918
-29
262
$264K 0.06%
1,842
+1
263
$258K 0.06%
5,365
+1,259
264
$256K 0.06%
7,088
-97
265
$254K 0.06%
5,310
-21,778
266
$253K 0.06%
1,858
267
$253K 0.06%
3,392
-44
268
$248K 0.06%
+4,286
269
$244K 0.06%
536
+3
270
$244K 0.06%
4,452
-1,889
271
$241K 0.06%
5,000
-1,944
272
$236K 0.06%
11,520
-67,425
273
$236K 0.06%
2,923
-324
274
$235K 0.05%
8,616
+125
275
$233K 0.05%
1,242
+22
9 10
11
12 13