LWM

Laidlaw Wealth Management Portfolio holdings

AUM $42M
1-Year Est. Return 57.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$805K
3
+$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1
+$1.29M
2
+$1.12M
3
+$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6.1K ﹤0.01%
17
352
– –
-5,921
353
– –
-18,000
354
– –
-89
355
– –
-5,149
356
– –
-1,089
357
– –
-13,763
358
– –
-819
359
– –
-11,099
360
– –
-1,634
361
– –
-1,753
362
– –
-4,809
363
– –
-30,586
364
– –
-12,709
365
– –
-518
366
– –
-1,533
367
– –
0
368
– –
-2,624
369
– –
-2,305
370
– –
-1,815
371
– –
-3,002
372
– –
-1,999
373
– –
-1,455
374
– –
-6,996
375
– –
-14,269
12 13 14
15
16