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
$599M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.52M
3
+$2.23M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.84M

Top Sells

1
+$2.64M
2
+$1.69M
3
+$1.67M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.45M

Sector Composition

1 Technology 15.58%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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2,469
-79
302
$300K 0.05%
689
303
$298K 0.05%
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304
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305
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307
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308
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311
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312
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313
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314
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5,467
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315
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2,759
316
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322
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324
$259K 0.04%
+1,870
325
$258K 0.04%
5,564
11 12
13
14 15