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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$251K 0.05%
9,550
302
$250K 0.05%
8,678
-773
303
$249K 0.05%
10,000
304
$248K 0.05%
+14,100
305
$246K 0.05%
4,561
+2,380
306
$245K 0.05%
+3,972
307
$243K 0.05%
+4,183
308
$242K 0.05%
10,059
+365
309
$242K 0.05%
+3,747
310
$238K 0.05%
+5,100
311
$236K 0.05%
+12,211
312
$233K 0.05%
+1,146
313
$231K 0.05%
+6,200
314
$230K 0.05%
+1,435
315
$229K 0.05%
26,083
-16,449
316
$226K 0.05%
+1,871
317
$226K 0.05%
+4,503
318
$226K 0.05%
+5,600
319
$225K 0.05%
+4,460
320
$221K 0.05%
+2,344
321
$219K 0.05%
+11,520
322
$217K 0.05%
+9,510
323
$216K 0.05%
+5,935
324
$216K 0.05%
+5,170
325
$215K 0.05%
+3,693
11 12
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