LWM

Laidlaw Wealth Management Portfolio holdings

AUM $28.8M
1-Year Est. Return 37.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.05M
3
+$922K
4
SCHW icon
Charles Schwab
SCHW
+$835K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$803K

Top Sells

1
+$1.61M
2
+$1.55M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$792K
5
AMGN icon
Amgen
AMGN
+$685K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$55K 0.01%
10,000
-10,000
352
$53.5K 0.01%
12,951
-3,500
353
$45.6K 0.01%
29,999
354
$44.6K 0.01%
+10,500
355
$44.3K 0.01%
350
356
$41.5K 0.01%
10,800
-355
357
$37.2K 0.01%
6,000
358
$15.8K ﹤0.01%
304,183
359
$11.1K ﹤0.01%
17
360
– –
0
361
– –
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362
– –
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363
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364
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365
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366
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367
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368
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369
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373
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374
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-382
12 13 14
15
16