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
$192M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$899K
3
+$505K
4
AAPL icon
Apple
AAPL
+$494K
5
AMZN icon
Amazon
AMZN
+$494K

Top Sells

1
+$1.14M
2
+$614K
3
+$261K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$238K
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$227K

Sector Composition

1 Technology 18.36%
2 Healthcare 7.64%
3 Communication Services 7.37%
4 Consumer Staples 6.14%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.95%
9,396
+176
27
$1.81M 0.95%
7,232
+510
28
$1.81M 0.95%
7,679
-144
29
$1.8M 0.94%
15,581
+1,295
30
$1.8M 0.94%
12,770
+1,036
31
$1.74M 0.91%
7,452
+3
32
$1.69M 0.88%
9,190
+1,210
33
$1.68M 0.87%
7,376
+889
34
$1.62M 0.85%
+16,115
35
$1.6M 0.84%
75,199
+42,148
36
$1.58M 0.83%
5,682
+716
37
$1.58M 0.82%
64,742
-1,554
38
$1.57M 0.82%
115,082
+4,821
39
$1.56M 0.82%
36,029
-684
40
$1.54M 0.8%
21,360
+270
41
$1.54M 0.8%
11,611
+405
42
$1.49M 0.78%
52,838
-316
43
$1.48M 0.77%
5,018
+366
44
$1.48M 0.77%
10,203
+1,286
45
$1.47M 0.77%
109,615
+1,771
46
$1.41M 0.73%
14,942
+1,168
47
$1.4M 0.73%
16,806
+555
48
$1.4M 0.73%
24,647
+4,140
49
$1.37M 0.71%
110,772
+10,206
50
$1.35M 0.71%
22,556
+1,692
1
2
3 4 5