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
$599M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.52M
3
+$2.23M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.84M

Top Sells

1
+$2.64M
2
+$1.69M
3
+$1.67M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.45M

Sector Composition

1 Technology 15.58%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$255K 0.04%
4,503
327
$252K 0.04%
5,741
328
$248K 0.04%
505
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329
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330
$244K 0.04%
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331
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332
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333
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334
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335
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9,550
336
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15,326
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337
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338
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339
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340
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341
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342
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346
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347
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+2,164
348
$228K 0.04%
20,273
349
$228K 0.04%
+874
350
$226K 0.04%
2,150
12 13
14
15 16