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

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
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282
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284
$271K 0.06%
+6,004
285
$265K 0.06%
1,617
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286
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288
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$259K 0.06%
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$254K 0.05%
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4,296
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297
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298
$244K 0.05%
2,071
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299
$242K 0.05%
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300
$241K 0.05%
1,212
+2