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
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$211K 0.04%
+4,020
327
$211K 0.04%
1,455
-99
328
$210K 0.04%
4,809
-783
329
$209K 0.04%
+2,624
330
$207K 0.04%
5,990
+408
331
$206K 0.04%
1,753
-160
332
$205K 0.04%
+4,281
333
$204K 0.04%
3,300
334
$203K 0.04%
2,312
+73
335
$202K 0.04%
+819
336
$200K 0.04%
14,310
-2,366
337
$195K 0.04%
11,200
338
$192K 0.04%
15,050
+1,700
339
$187K 0.04%
14,833
+2
340
$179K 0.04%
18,000
341
$171K 0.03%
17,293
342
$149K 0.03%
11,429
343
$140K 0.03%
11,099
-4,594
344
$138K 0.03%
15,525
-50
345
$129K 0.03%
18,007
346
$126K 0.03%
16,473
+2,163
347
$119K 0.02%
10,014
348
$115K 0.02%
15,698
349
$111K 0.02%
17,853
-1,487
350
$57.3K 0.01%
15,000
12 13
14
15 16