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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$206K 0.03%
+1,562
377
$206K 0.03%
+3,029
378
$202K 0.03%
+2,276
379
$182K 0.03%
10,014
380
$142K 0.02%
+18,007
381
$131K 0.02%
+11,218
382
– –
0
383
$116K 0.02%
11,950
384
$112K 0.02%
+28,400
385
$89K 0.01%
19,180
386
$79K 0.01%
+10,313
387
$59K 0.01%
+15,000
388
$35K 0.01%
5,000
389
$17K ﹤0.01%
+4
390
$13K ﹤0.01%
+11,000
391
– –
-1,042
392
– –
-11,975
393
– –
-959
394
– –
-12,190
395
– –
-11,000
396
– –
-28,310
397
– –
-16,722
398
– –
-9,427
399
– –
-21,877
400
– –
-18,885
14 15
16
17 18