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
$491M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$3.79M
3
+$3.63M
4
RXI icon
iShares Global Consumer Discretionary ETF
RXI
+$1.61M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.36M

Top Sells

1
+$4.77M
2
+$4.76M
3
+$4.71M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.59M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.24M

Sector Composition

1 Technology 14.24%
2 Industrials 6.91%
3 Financials 5.89%
4 Healthcare 5.77%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-16,752
427
– –
-8,417
14 15 16 17
18