LWM

Laidlaw Wealth Management Portfolio holdings

AUM $42M
1-Year Est. Return 57.01%
This Quarter Est. Return
1 Year Est. Return
+57.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-10,906
377
– –
-7,576
378
– –
-1,843
379
– –
-1,886
380
– –
-170
381
– –
-14,505
382
$0 ﹤0.01%
16,100
12 13 14 15
16