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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$353K 0.06%
682
+1
277
$351K 0.06%
+5,255
278
$350K 0.06%
+242
279
$348K 0.06%
1,322
-51
280
$344K 0.06%
+4,739
281
$344K 0.06%
+1,329
282
$344K 0.06%
13,700
283
$341K 0.05%
+3,930
284
$339K 0.05%
4,555
+571
285
$338K 0.05%
+3,798
286
$336K 0.05%
+3,618
287
$335K 0.05%
+225
288
$334K 0.05%
+3,821
289
$331K 0.05%
+8,393
290
$330K 0.05%
+20,850
291
$328K 0.05%
+2,548
292
$327K 0.05%
1,595
-144
293
$325K 0.05%
6,996
294
$323K 0.05%
7,850
+162
295
$320K 0.05%
+689
296
$317K 0.05%
+1,982
297
$315K 0.05%
+1,570
298
$314K 0.05%
+14,835
299
$314K 0.05%
+37,520
300
$313K 0.05%
8,866
10 11
12
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