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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.31M
3
+$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Top Sells

1
+$3.19M
2
+$2.35M
3
+$1.34M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.32M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$277K 0.06%
+5,532
277
$276K 0.06%
+4,097
278
$275K 0.06%
537
+1
279
$275K 0.06%
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-310
280
$274K 0.06%
2,851
-171
281
$273K 0.06%
9,850
+500
282
$273K 0.06%
+8,179
283
$271K 0.06%
+3,320
284
$271K 0.06%
+6,004
285
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1,617
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286
$264K 0.06%
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-371
287
$264K 0.06%
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288
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2,738
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289
$260K 0.06%
+5,592
290
$259K 0.06%
3,394
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291
$258K 0.06%
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292
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3,955
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293
$254K 0.05%
27,659
+3,931
294
$254K 0.05%
4,907
-1,206
295
$252K 0.05%
2,292
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296
$251K 0.05%
4,296
+10
297
$245K 0.05%
11,520
298
$244K 0.05%
2,071
-588
299
$242K 0.05%
+5,453
300
$241K 0.05%
1,212
+2
10 11
12
13 14