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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.31M
3
+$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Top Sells

1
+$3.19M
2
+$2.35M
3
+$1.34M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.32M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$98.2K 0.02%
+10,159
352
$94.3K 0.02%
304,183
-50,203
353
$92.6K 0.02%
+74
354
$91K 0.02%
+16,100
355
$72.1K 0.02%
6,996
356
$61.7K 0.01%
+16,451
357
$56.3K 0.01%
15,000
358
$55.1K 0.01%
+15,698
359
$41.2K 0.01%
12,050
360
$34.5K 0.01%
29,999
361
$28.7K 0.01%
6,000
362
$23.3K 0.01%
170
-2
363
$20K ﹤0.01%
+11,155
364
– –
0
365
$14.6K ﹤0.01%
+17
366
$5.3K ﹤0.01%
+14,505
367
– –
-13,959
368
– –
-20,793
369
– –
-12,705
370
– –
-17,517
371
– –
-14,487
372
– –
-28,507
373
– –
-10,614
374
– –
-1,718
375
– –
-15,477
12 13 14
15
16