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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.41M
3
+$1.86M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$975K

Top Sells

1
+$4.85M
2
+$4.15M
3
+$2.6M
4
ED icon
Consolidated Edison
ED
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 14.54%
2 Industrials 6.93%
3 Healthcare 6.48%
4 Consumer Discretionary 5.75%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$231K 0.05%
2,567
+228
277
$230K 0.05%
9,328
-38
278
$228K 0.05%
4,053
-600
279
$227K 0.05%
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280
$227K 0.05%
1,210
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281
$225K 0.05%
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282
$221K 0.05%
3,022
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283
$221K 0.05%
15,550
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284
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285
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286
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4,113
287
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288
$217K 0.05%
13,959
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289
$216K 0.05%
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290
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1,518
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291
$212K 0.05%
23,728
+1,205
292
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293
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1,491
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294
$209K 0.05%
+2,163
295
$209K 0.05%
3,318
296
$209K 0.05%
4,140
297
$206K 0.05%
+4,372
298
$206K 0.05%
6,511
299
$206K 0.05%
2,150
300
$200K 0.05%
4,802
-6,783
10 11
12
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