LWM

Laidlaw Wealth Management Portfolio holdings

AUM $32.3M
1-Year Est. Return 40.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.05%
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
+$27.1M
2
+$12.2M
3
+$8.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$5.87M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$788K
4
T icon
AT&T
T
+$767K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$745K

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
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+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
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+1,094
342
$246K 0.04%
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-158
343
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344
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345
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346
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7,550
347
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17,460
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348
$245K 0.04%
9,550
349
$243K 0.04%
7,201
-237
350
$241K 0.04%
2,147
-344
12 13
14
15 16