LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
+7.35%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$466M
AUM Growth
+$38.3M
(+8.9%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
23.87%
Holding
391
New
69
Increased
121
Reduced
153
Closed
25
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$4.29M |
| 2 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
$3.31M |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$2.42M |
| 4 |
Blackstone
BX
|
$1.93M |
| 5 |
iShares US Technology ETF
IYW
|
$1.84M |
Top Sells
Sector Composition
| 1 | Technology | 13.2% |
| 2 | Industrials | 7.29% |
| 3 | Healthcare | 6.83% |
| 4 | Financials | 5.91% |
| 5 | Consumer Discretionary | 4.9% |
