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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$805K
3
+$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1
+$1.29M
2
+$1.12M
3
+$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$271K 0.05%
1,843
-616
277
$268K 0.05%
5,221
-110
278
$268K 0.05%
2,748
-11
279
$267K 0.05%
1,291
-265
280
$267K 0.05%
6,380
-150
281
$266K 0.05%
20,946
+3,714
282
$264K 0.05%
1,842
-134
283
$264K 0.05%
2,550
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284
$262K 0.05%
21,450
+6,400
285
$262K 0.05%
20,484
+5,651
286
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287
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2,150
288
$258K 0.05%
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289
$255K 0.05%
3,660
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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4,558
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295
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3,298
296
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7,123
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297
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3,159
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298
$242K 0.05%
2,255
-300
299
$242K 0.05%
3,858
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300
$239K 0.05%
11,520
10 11
12
13 14