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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$276K 0.06%
+4,802
277
$274K 0.06%
+2,986
278
$274K 0.06%
+8,000
279
$272K 0.06%
8,818
280
$271K 0.06%
+10,546
281
$271K 0.06%
+2,953
282
$271K 0.06%
1,306
+36
283
$270K 0.06%
3,085
-190
284
$269K 0.06%
+4,611
285
$269K 0.06%
+1,599
286
$262K 0.06%
+623
287
$262K 0.06%
+4,100
288
$259K 0.05%
+5,554
289
$259K 0.05%
+4,430
290
$258K 0.05%
7,180
-700
291
$257K 0.05%
+3,614
292
$255K 0.05%
+7,600
293
$255K 0.05%
+3,250
294
$254K 0.05%
+1,443
295
$254K 0.05%
+9,800
296
$253K 0.05%
+2,425
297
$253K 0.05%
9,500
298
$251K 0.05%
+821
299
$251K 0.05%
+1,835
300
$251K 0.05%
+6,675
10 11
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