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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$313K 0.05%
+5,503
302
$312K 0.05%
+1,858
303
$311K 0.05%
+1,769
304
$309K 0.05%
5,603
+835
305
$308K 0.05%
+32,943
306
$306K 0.05%
+26,150
307
$302K 0.05%
5,564
+817
308
$300K 0.05%
2,497
+123
309
$298K 0.05%
2,759
-1,341
310
$298K 0.05%
+7,247
311
$295K 0.05%
+2,669
312
$294K 0.05%
+1,065
313
$292K 0.05%
5,375
-759
314
$292K 0.05%
7,225
+451
315
$290K 0.05%
8,845
-1,570
316
$287K 0.05%
4,459
317
$286K 0.05%
+5,045
318
$283K 0.05%
+5,353
319
$281K 0.04%
498
+16
320
$281K 0.04%
4,503
321
$279K 0.04%
442
+5
322
$278K 0.04%
+4,164
323
$275K 0.04%
4,001
-955
324
$273K 0.04%
6,536
-2,713
325
$270K 0.04%
+5,022
11 12
13
14 15