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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$269K 0.04%
1,526
327
$268K 0.04%
+6,179
328
$267K 0.04%
+1,988
329
$265K 0.04%
+752
330
$264K 0.04%
+1,474
331
$259K 0.04%
1,983
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332
$258K 0.04%
+9,598
333
$256K 0.04%
1,651
+78
334
$255K 0.04%
15,738
335
$254K 0.04%
+5,201
336
$254K 0.04%
+685
337
$254K 0.04%
+20,273
338
$254K 0.04%
1,574
339
$252K 0.04%
2,200
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340
$249K 0.04%
2,860
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341
$247K 0.04%
+1,094
342
$246K 0.04%
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-158
343
$246K 0.04%
9,500
344
$245K 0.04%
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345
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+7,000
346
$245K 0.04%
7,550
347
$245K 0.04%
17,460
+3,611
348
$245K 0.04%
9,550
349
$243K 0.04%
3,013
-99
350
$241K 0.04%
2,147
-344
12 13
14
15 16