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
$599M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.52M
3
+$2.23M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.84M

Top Sells

1
+$2.64M
2
+$1.69M
3
+$1.67M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.45M

Sector Composition

1 Technology 15.58%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$224K 0.04%
5,006
+611
352
$223K 0.04%
+8,417
353
$222K 0.04%
+3,366
354
$221K 0.04%
4,238
-8,464
355
$221K 0.04%
7,630
+80
356
$219K 0.04%
3,059
-762
357
$218K 0.04%
6,996
358
$217K 0.04%
15,388
-350
359
$217K 0.04%
1,526
360
$216K 0.04%
+4,651
361
$214K 0.04%
1,300
-22
362
$213K 0.04%
+3,701
363
$213K 0.04%
1,664
-324
364
$210K 0.04%
575
-35
365
$210K 0.04%
2,520
366
$210K 0.04%
1,577
-74
367
$206K 0.03%
1,897
-11
368
$206K 0.03%
1,574
369
$205K 0.03%
+1,481
370
$203K 0.03%
498
371
$202K 0.03%
2,742
-271
372
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+1,299
373
$202K 0.03%
1,316
374
$201K 0.03%
+2,365
375
$201K 0.03%
+4,255
13 14
15
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