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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.31M
3
+$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Top Sells

1
+$3.19M
2
+$2.35M
3
+$1.34M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.32M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$241K 0.05%
3,940
-113
302
$241K 0.05%
726
-511
303
$240K 0.05%
2,836
304
$239K 0.05%
+9,550
305
$238K 0.05%
5,818
-1,270
306
$235K 0.05%
2,016
-7,004
307
$233K 0.05%
3,968
+194
308
$232K 0.05%
+9,500
309
$228K 0.05%
6,005
-2,611
310
$228K 0.05%
+514
311
$226K 0.05%
+8,091
312
$225K 0.05%
3,298
-20
313
$225K 0.05%
+2,239
314
$224K 0.05%
16,676
-19,311
315
$223K 0.05%
4,140
316
$222K 0.05%
+7,576
317
$220K 0.05%
1,913
-75
318
$219K 0.05%
4,426
-1,536
319
$218K 0.05%
+1,554
320
$217K 0.05%
2,150
321
$217K 0.05%
12,709
-15,715
322
$217K 0.05%
12,786
-168
323
$216K 0.05%
+1,375
324
$216K 0.05%
4,766
-36
325
$215K 0.05%
4,081
-32
11 12
13
14 15