LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
-2.77%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$303M
AUM Growth
-$209M
(-41%)
Cap. Flow
-$194M
Cap. Flow
% of AUM
-64.28%
Top 10 Holdings %
Top 10 Hldgs %
25.16%
Holding
385
New
34
Increased
28
Reduced
180
Closed
119
Top Buys
Top Sells
| 1 |
Union Pacific
UNP
|
$22.5M |
| 2 |
Apple
AAPL
|
$9.72M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$9.59M |
| 4 |
Microsoft
MSFT
|
$7.77M |
| 5 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$6.22M |
Sector Composition
| 1 | Technology | 19.38% |
| 2 | Consumer Discretionary | 6.51% |
| 3 | Financials | 5.89% |
| 4 | Healthcare | 5.36% |
| 5 | Communication Services | 4.9% |
