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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-63,331
402
– –
-17,576
403
– –
-5,928
404
– –
-46,624
405
– –
-1,225
406
– –
-10,318
407
– –
-8,970
408
– –
-104,841
409
– –
-14,728
410
– –
-46,571
411
– –
-5,936
412
– –
-7,879
413
– –
-4,176
414
– –
-4,811
415
– –
-7,173
416
– –
-3,371
417
– –
-39,206
418
– –
-3,832
419
– –
-5,315
420
– –
-500
421
– –
-385
422
– –
-140,000
423
– –
-45,557
424
– –
-2,843
425
– –
-10,000
14 15 16
17
18