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
$303M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.44M
3
+$1.32M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.1M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$983K

Top Sells

1
+$22.5M
2
+$9.72M
3
+$9.59M
4
MSFT icon
Microsoft
MSFT
+$7.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.22M

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 6.51%
3 Financials 5.89%
4 Healthcare 5.36%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-7,946
352
– –
-2,204
353
– –
-5,716
354
– –
-1,072
355
– –
-2,302
356
– –
-4,264
357
– –
-10,000
358
– –
-4,523
359
– –
-2,982
360
– –
-4,547
361
– –
-29,999
362
– –
-1,258
363
– –
-10,536
364
– –
-1,808
365
– –
-15
366
– –
-18,007
367
– –
-7,123
368
– –
-11,429
369
– –
-11,860
370
– –
-2,748
371
– –
-20,484
372
– –
-5,533
373
– –
-4,671
374
– –
-49,503
375
– –
-15,000
12 13 14
15
16