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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$805K
3 +$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1 +$1.29M
2 +$1.12M
3 +$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-518
377
-1,533
378
0
379
-2,624
380
-2,305
381
-6,996