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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$2.77M
3
+$1.69M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.44M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$987K

Top Sells

1
+$5.37M
2
+$4.15M
3
+$2.6M
4
AAPL icon
Apple
AAPL
+$2.1M
5
ED icon
Consolidated Edison
ED
+$1.93M

Sector Composition

1 Technology 14.54%
2 Industrials 6.93%
3 Healthcare 6.48%
4 Consumer Discretionary 5.75%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-2,388
377
– –
-9,500
378
– –
-9,529
379
– –
-9,550
380
– –
-6,045
381
– –
-16,100
382
– –
-6,465
383
– –
-13,700
384
– –
-8,772
385
– –
-4,963
386
– –
-8,879
387
– –
-4,334
388
– –
-2,745
12 13 14 15
16