LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
+7.61%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$511M
AUM Growth
+$21.4M
(+4.4%)
Cap. Flow
-$10.2M
Cap. Flow
% of AUM
-1.99%
Top 10 Holdings %
Top 10 Hldgs %
27.49%
Holding
381
New
20
Increased
104
Reduced
192
Closed
29
Top Buys
| 1 |
ProShares Short QQQ
PSQ
|
$1.13M |
| 2 |
Walmart
WMT
|
$805K |
| 3 |
Goldman Sachs
GS
|
$690K |
| 4 |
AB InBev
BUD
|
$689K |
| 5 |
Morgan Stanley
MS
|
$642K |
Top Sells
| 1 |
Apple
AAPL
|
$1.29M |
| 2 |
ProShares Short S&P500
SH
|
$1.12M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$984K |
| 4 |
Nucor
NUE
|
$961K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$959K |
Sector Composition
| 1 | Technology | 17.85% |
| 2 | Industrials | 6.88% |
| 3 | Financials | 6.39% |
| 4 | Consumer Discretionary | 5.5% |
| 5 | Healthcare | 5.23% |
