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
$491M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Sells

1 +$4.74M
2 +$4.74M
3 +$4.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.58M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.15M

Sector Composition

1 Technology 14.24%
2 Industrials 6.91%
3 Financials 5.89%
4 Healthcare 5.77%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$251K 0.05%
+4,560
302
$249K 0.05%
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-400
303
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307
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309
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4,691
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310
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9,550
311
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5,552
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312
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313
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4,150
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1,624
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8,500
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325
$220K 0.04%
13,601
-7,133