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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$805K
3
+$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1
+$1.29M
2
+$1.12M
3
+$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$238K 0.05%
3,962
302
$235K 0.05%
5,758
+163
303
$235K 0.05%
2,668
-474
304
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5,851
+33
305
$229K 0.04%
3,496
-397
306
$228K 0.04%
6,051
-2,000
307
$225K 0.04%
4,020
308
$223K 0.04%
+2,302
309
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34,060
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310
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582
-17
311
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1,258
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312
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313
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314
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315
$216K 0.04%
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316
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317
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318
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319
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320
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321
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322
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3,639
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323
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2,573
-34
324
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+2,982
325
$204K 0.04%
2,221
-263
11 12
13
14 15