LWM

Laidlaw Wealth Management Portfolio holdings

AUM $42M
1-Year Est. Return 57.01%
This Quarter Est. Return
1 Year Est. Return
+57.01%
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
State Street Energy Select Sector SPDR ETF
XLE
+$2.11M
5
SRLN icon
State Street 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 15.46%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$301K 0.05%
2,469
-79
302
$300K 0.05%
689
303
$298K 0.05%
4,750
-753
304
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+273
305
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306
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307
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4,870
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308
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309
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310
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311
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5,280
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312
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313
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4,830
+275
314
$282K 0.05%
5,467
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315
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2,759
316
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16,397
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319
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5,121
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320
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321
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322
$264K 0.04%
4,024
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323
$262K 0.04%
+1,046
324
$259K 0.04%
+1,870
325
$258K 0.04%
5,564
11 12
13
14 15