LWM

Laidlaw Wealth Management Portfolio holdings

AUM $32.3M
1-Year Est. Return 40.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.05%
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
+$1.25M
2
+$775K
3
+$735K
4
GS icon
Goldman Sachs
GS
+$703K
5
MS icon
Morgan Stanley
MS
+$643K

Top Sells

1
+$1.19M
2
+$1.16M
3
+$984K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$967K
5
NUE icon
Nucor
NUE
+$856K

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
– –
-9,500
377
– –
-9,550
378
– –
-6,000
379
– –
-304,183
380
– –
-16,100
381
– –
-5,921
12 13 14 15
16