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
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$237K 0.05%
12,709
302
$236K 0.05%
3,660
-5,725
303
$236K 0.05%
3,298
304
$235K 0.05%
1,533
305
$234K 0.05%
9,500
306
$233K 0.05%
3,002
307
$233K 0.05%
14,796
+2,010
308
$233K 0.05%
+2,484
309
$231K 0.05%
1,815
+52
310
$224K 0.05%
+1,999
311
$224K 0.05%
4,770
+4
312
$223K 0.05%
4,839
-2,175
313
$223K 0.05%
6,004
314
$221K 0.05%
1,354
-21
315
$220K 0.05%
5,595
-223
316
$220K 0.04%
3,962
317
$219K 0.04%
89
+3
318
$218K 0.04%
8,091
319
$218K 0.04%
+599
320
$217K 0.04%
4,433
-72
321
$215K 0.04%
+17,232
322
$215K 0.04%
10,600
323
$214K 0.04%
+2,607
324
$212K 0.04%
2,305
325
$212K 0.04%
4,273
-153
11 12
13
14 15