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

Top Buys

1
+$1.67M
2
+$1.44M
3
+$1.32M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.1M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$983K

Top Sells

1
+$22.5M
2
+$9.72M
3
+$9.59M
4
MSFT icon
Microsoft
MSFT
+$7.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.22M

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
376
– –
-2,302
377
– –
-4,264
378
– –
-4,547
379
– –
-29,999
380
– –
-1,258
381
– –
-15
382
– –
-18,007
383
– –
-7,123
384
– –
-10,000
385
– –
-4,523
12 13 14 15
16