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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.31M
3
+$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Top Sells

1
+$3.19M
2
+$2.35M
3
+$1.34M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.32M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$214K 0.05%
4,505
-1,880
327
$212K 0.05%
+86
328
$209K 0.04%
+2,305
329
$209K 0.04%
+5,582
330
$209K 0.04%
+1,886
331
$208K 0.04%
+382
332
$207K 0.04%
+966
333
$205K 0.04%
+10,600
334
$205K 0.04%
+3,300
335
$204K 0.04%
+3,002
336
$204K 0.04%
+3,962
337
$203K 0.04%
2,617
-306
338
$202K 0.04%
+11,200
339
$183K 0.04%
15,693
+299
340
$182K 0.04%
14,831
+602
341
$169K 0.04%
17,293
342
$154K 0.03%
+13,350
343
$135K 0.03%
15,575
+25
344
$125K 0.03%
+18,000
345
$124K 0.03%
+11,429
346
$115K 0.02%
10,014
347
$110K 0.02%
19,340
+488
348
$108K 0.02%
18,007
349
$104K 0.02%
14,310
+964
350
$98.4K 0.02%
20,000
12 13
14
15 16