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
$225M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.77M
3
+$1.35M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$878K

Top Sells

1
+$929K
2
+$845K
3
+$409K
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$387K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$368K

Sector Composition

1 Technology 17.77%
2 Consumer Staples 6.82%
3 Communication Services 6.68%
4 Healthcare 6.67%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.9%
7,720
+344
27
$2.02M 0.9%
34,965
-3,101
28
$1.94M 0.86%
7,614
-65
29
$1.93M 0.86%
6,198
+516
30
$1.92M 0.85%
12,893
+123
31
$1.88M 0.83%
22,576
+5,770
32
$1.88M 0.83%
16,119
+538
33
$1.87M 0.83%
41,890
+5,861
34
$1.87M 0.83%
9,356
-40
35
$1.83M 0.81%
42,103
-8,918
36
$1.77M 0.79%
15,198
+2,559
37
$1.77M 0.79%
+6,364
38
$1.69M 0.75%
7,443
-9
39
$1.68M 0.74%
33,489
-6,921
40
$1.66M 0.74%
21,363
+3
41
$1.61M 0.71%
11,599
-12
42
$1.58M 0.7%
11,382
+614
43
$1.57M 0.7%
9,517
-686
44
$1.56M 0.69%
22,528
-28
45
$1.55M 0.69%
112,218
-2,864
46
$1.53M 0.68%
4,919
-99
47
$1.49M 0.66%
53,000
+162
48
$1.48M 0.66%
71,557
-3,642
49
$1.45M 0.64%
106,347
-3,268
50
$1.44M 0.64%
14,930
-12
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