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
$275M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$751K
3
+$668K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$499K
5
MSFT icon
Microsoft
MSFT
+$438K

Top Sells

1
+$4.68M
2
+$2.84M
3
+$2.48M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.61M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.35M

Sector Composition

1 Technology 23.52%
2 Consumer Discretionary 7.2%
3 Financials 6.33%
4 Healthcare 6.01%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-17,923
277
– –
-2,696
278
– –
-4,492
279
– –
-6,284
280
– –
-2,416
8 9 10 11
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