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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.31M
3
+$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Top Sells

1
+$3.19M
2
+$2.35M
3
+$1.34M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.32M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$339K 0.07%
+168
252
$332K 0.07%
8,145
-2,545
253
$330K 0.07%
8,050
254
$330K 0.07%
1,242
255
$327K 0.07%
17,702
-6,350
256
$325K 0.07%
+2,278
257
$322K 0.07%
+6,159
258
$319K 0.07%
6,365
-474
259
$317K 0.07%
2,811
+193
260
$315K 0.07%
7,014
261
$315K 0.07%
1,811
-5,306
262
$315K 0.07%
7,695
-1,459
263
$315K 0.07%
5,545
+1,173
264
$314K 0.07%
3,315
+11
265
$310K 0.07%
1,075
+127
266
$308K 0.07%
16,700
+76
267
$306K 0.07%
1,037
-93
268
$300K 0.06%
9,597
-880
269
$293K 0.06%
1,843
+1
270
$288K 0.06%
4,328
-124
271
$282K 0.06%
1,858
272
$279K 0.06%
1,971
-10
273
$279K 0.06%
1,131
+213
274
$278K 0.06%
1,763
-10
275
$278K 0.06%
2,858
-831
9 10
11
12 13