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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$805K
3
+$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1
+$1.29M
2
+$1.12M
3
+$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$332K 0.07%
7,037
+12
252
$329K 0.06%
3,453
+836
253
$328K 0.06%
2,879
-608
254
$325K 0.06%
1,322
-91
255
$323K 0.06%
5,115
+50
256
$322K 0.06%
+5,468
257
$316K 0.06%
9,597
258
$315K 0.06%
3,372
-176
259
$313K 0.06%
11,860
-210
260
$312K 0.06%
9,241
-2,044
261
$311K 0.06%
433
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262
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6,673
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263
$305K 0.06%
1,564
-53
264
$304K 0.06%
2,689
+35
265
$303K 0.06%
4,306
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266
$298K 0.06%
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-251
267
$295K 0.06%
3,549
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268
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1,858
269
$284K 0.06%
13,272
-3,222
270
$283K 0.06%
4,382
+101
271
$282K 0.06%
28,789
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272
$281K 0.06%
5,533
-17
273
$280K 0.05%
164
-2
274
$274K 0.05%
1,215
+2
275
$273K 0.05%
4,567
-242
9 10
11
12 13