LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
-2.91%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$599M
AUM Growth
-$26.7M
(-4.3%)
Cap. Flow
+$1.3M
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
25.39%
Holding
435
New
45
Increased
155
Reduced
151
Closed
42
Top Buys
Top Sells
| 1 |
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
|
$2.64M |
| 2 |
JPMorgan Income ETF
JPIE
|
$1.69M |
| 3 |
First Trust Preferred Securities and Income ETF
FPE
|
$1.67M |
| 4 |
Invesco QQQ Trust
QQQ
|
$1.54M |
| 5 |
Adobe
ADBE
|
$1.45M |
Sector Composition
| 1 | Technology | 15.58% |
| 2 | Industrials | 7.32% |
| 3 | Financials | 5.75% |
| 4 | Consumer Discretionary | 5.43% |
| 5 | Healthcare | 4.98% |
