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
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$271K 0.06%
6,530
-1,165
277
$270K 0.06%
4,081
278
$269K 0.05%
5,331
-4,952
279
$267K 0.05%
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+383
280
$265K 0.05%
2,617
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281
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282
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283
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284
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8,062
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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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11,520
290
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291
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292
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293
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294
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295
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4,015
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296
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297
$238K 0.05%
4,140
298
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5,818
-187
299
$238K 0.05%
2,150
300
$237K 0.05%
518
+4
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