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
$34.7M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$450K
3
+$283K
4
COIN icon
Coinbase
COIN
+$265K
5
MU icon
Micron Technology
MU
+$244K

Top Sells

1
+$677K
2
+$660K
3
+$634K
4
AVGO icon
Broadcom
AVGO
+$586K
5
MSFT icon
Microsoft
MSFT
+$542K

Sector Composition

1 Technology 42.19%
2 Consumer Discretionary 14.57%
3 Communication Services 9.81%
4 Financials 9.25%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
26
SPDR S&P 500 ETF Trust
SPY
$663B
$482K 1.39%
+780
IBIT icon
27
iShares Bitcoin Trust
IBIT
$82.5B
$450K 1.3%
+7,355
TDG icon
28
TransDigm Group
TDG
$74.1B
$435K 1.25%
286
+129
NEM icon
29
Newmont
NEM
$95.6B
$408K 1.18%
7,002
+588
CRWD icon
30
CrowdStrike
CRWD
$126B
$352K 1.01%
691
-81
GS icon
31
Goldman Sachs
GS
$230B
$335K 0.96%
473
+38
V icon
32
Visa
V
$670B
$283K 0.82%
797
+54
GBTC icon
33
Grayscale Bitcoin Trust
GBTC
$43.2B
$283K 0.82%
+3,335
HD icon
34
Home Depot
HD
$387B
$283K 0.81%
771
-15
RSPT icon
35
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.29B
$277K 0.8%
6,790
AEE icon
36
Ameren
AEE
$28.5B
$268K 0.77%
2,788
+42
MU icon
37
Micron Technology
MU
$223B
$244K 0.7%
+1,982
SHOP icon
38
Shopify
SHOP
$211B
$231K 0.66%
+2,000
ARCC icon
39
Ares Capital
ARCC
$14.1B
$227K 0.65%
10,325
-300
DIS icon
40
Walt Disney
DIS
$203B
$222K 0.64%
+1,788
RSG icon
41
Republic Services
RSG
$69.7B
$218K 0.63%
+884
ORLY icon
42
O'Reilly Automotive
ORLY
$85.9B
$215K 0.62%
+2,385
GLD icon
43
SPDR Gold Trust
GLD
$131B
$212K 0.61%
+694
INFY icon
44
Infosys
INFY
$72.4B
$208K 0.6%
11,200
AFL icon
45
Aflac
AFL
$57.7B
$201K 0.58%
1,902
NVTS icon
46
Navitas Semiconductor
NVTS
$2.9B
$146K 0.42%
22,316
+4,000
RIVN icon
47
Rivian
RIVN
$15.7B
$141K 0.41%
10,229
VUZI icon
48
Vuzix
VUZI
$281M
$100K 0.29%
34,352
BRLT icon
49
Brilliant Earth
BRLT
$37M
$76.6K 0.22%
55,700
-7,300
TE
50
T1 Energy Inc
TE
$692M
$54.7K 0.16%
44,500
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