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
$599M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.52M
3
+$2.23M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.11M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$1.84M

Top Sells

1
+$2.64M
2
+$1.69M
3
+$1.67M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.45M

Sector Composition

1 Technology 15.46%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$355K 0.06%
9,829
+1,862
277
$346K 0.06%
6,957
+421
278
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279
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280
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7,261
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281
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282
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8,866
283
$331K 0.06%
+8,364
284
$330K 0.06%
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285
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286
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287
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288
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289
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9,598
290
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+6,594
291
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292
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294
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295
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296
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297
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440
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298
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1,765
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299
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617
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300
$302K 0.05%
7,185
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10 11
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