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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$213K 0.04%
2,435
-9
327
$213K 0.04%
2,236
328
$210K 0.04%
+4,226
329
$208K 0.04%
+1,008
330
$208K 0.04%
+4,968
331
$208K 0.04%
431
+9
332
$205K 0.04%
+5,097
333
$205K 0.04%
+2,205
334
$203K 0.04%
+1,417
335
$202K 0.04%
+2,478
336
$202K 0.04%
+8,100
337
$200K 0.04%
11,930
-1,346
338
$147K 0.03%
+10,775
339
$141K 0.03%
+14,450
340
$140K 0.03%
+10,434
341
$136K 0.03%
+775
342
$128K 0.03%
+14,652
343
$127K 0.03%
79,975
344
$124K 0.03%
+10,014
345
$124K 0.03%
+18,500
346
$120K 0.03%
+28,400
347
$110K 0.02%
16,180
+410
348
$80K 0.02%
+11,646
349
$60K 0.01%
+10,000
350
$55K 0.01%
1,621
-263
11 12 13
14
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