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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.42M
3
+$4.49M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.33M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.02%
2 Communication Services 9.26%
3 Healthcare 8.94%
4 Financials 6.93%
5 Consumer Staples 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.05%
+8,857
27
$1.59M 1.01%
+8,989
28
$1.52M 0.96%
+27,730
29
$1.5M 0.95%
+23,051
30
$1.5M 0.95%
+26,319
31
$1.46M 0.92%
+6,701
32
$1.44M 0.91%
+4,894
33
$1.39M 0.88%
+21,640
34
$1.37M 0.87%
+20,858
35
$1.36M 0.86%
+9,939
36
$1.34M 0.85%
+20,833
37
$1.31M 0.83%
+14,329
38
$1.3M 0.82%
+10,814
39
$1.28M 0.81%
+47,984
40
$1.28M 0.81%
+17,246
41
$1.27M 0.8%
+6,204
42
$1.26M 0.8%
+14,430
43
$1.23M 0.78%
+20,364
44
$1.23M 0.78%
+9,858
45
$1.23M 0.78%
+5,019
46
$1.22M 0.77%
+95,448
47
$1.22M 0.77%
+42,009
48
$1.21M 0.77%
+13,812
49
$1.2M 0.76%
+26,703
50
$1.19M 0.75%
+24,739
1
2
3 4 5