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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$805K
3
+$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1
+$1.29M
2
+$1.12M
3
+$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$204K 0.04%
+1,808
327
$202K 0.04%
13,710
-600
328
$202K 0.04%
+4,264
329
$202K 0.04%
2,408
+96
330
$201K 0.04%
+4,708
331
$195K 0.04%
14,543
-253
332
$180K 0.04%
11,429
333
$180K 0.04%
11,200
334
$180K 0.04%
17,293
335
$167K 0.03%
+12,050
336
$165K 0.03%
15,698
337
$141K 0.03%
+10,536
338
$139K 0.03%
16,873
+400
339
$137K 0.03%
+21,347
340
$131K 0.03%
14,025
-1,500
341
$116K 0.02%
10,014
342
$106K 0.02%
18,007
343
$81.9K 0.02%
+10,514
344
$53.5K 0.01%
10,000
345
$48.6K 0.01%
15,000
346
$48.3K 0.01%
10,500
347
$41.3K 0.01%
10,800
348
$37.8K 0.01%
12,951
349
$36.6K 0.01%
29,999
350
$28K 0.01%
+15
12 13
14
15 16