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
$303M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.46M
3
+$1.37M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.13M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$988K

Top Sells

1
+$24.1M
2
+$10.4M
3
+$9.99M
4
MSFT icon
Microsoft
MSFT
+$8.13M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.45M

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 6.51%
3 Financials 5.89%
4 Healthcare 5.36%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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379
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380
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381
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382
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383
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384
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385
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-29,999
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