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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$241K 0.04%
5,741
352
$240K 0.04%
+1,047
353
$239K 0.04%
+610
354
$236K 0.04%
+2,150
355
$236K 0.04%
1,966
+28
356
$234K 0.04%
1,028
-33
357
$234K 0.04%
+1,316
358
$231K 0.04%
5,935
359
$231K 0.04%
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360
$231K 0.04%
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361
$231K 0.04%
4,810
+368
362
$229K 0.04%
+4,395
363
$228K 0.04%
4,194
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364
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1,908
-2,109
365
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+795
366
$221K 0.04%
123
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367
$221K 0.04%
13,225
+1,365
368
$220K 0.04%
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369
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+7,967
370
$219K 0.04%
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371
$219K 0.04%
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372
$218K 0.03%
+714
373
$216K 0.03%
+2,520
374
$211K 0.03%
+7,941
375
$210K 0.03%
1,259
-234
13 14
15
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