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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.55M 0.75%
22,549
+9,656
27
$3.51M 0.74%
59,747
+22,907
28
$3.48M 0.73%
27,358
+12,428
29
$3.46M 0.73%
36,176
+7,328
30
$3.42M 0.72%
12,523
+4,803
31
$3.4M 0.72%
171,303
-47,478
32
$3.23M 0.68%
89,021
+11,792
33
$3.22M 0.68%
178,856
+36,046
34
$3.16M 0.67%
40,979
+18,451
35
$3.12M 0.66%
22,078
+14,797
36
$3.08M 0.65%
17,281
+13,670
37
$3.06M 0.64%
234,560
+131,920
38
$3.04M 0.64%
43,789
-3,656
39
$2.99M 0.63%
39,167
-1,093
40
$2.98M 0.63%
137,353
+37,313
41
$2.91M 0.61%
+53,535
42
$2.83M 0.6%
8,076
+3,157
43
$2.83M 0.6%
13,308
+3,791
44
$2.76M 0.58%
21,258
+6,060
45
$2.72M 0.57%
30,872
+27,852
46
$2.71M 0.57%
7,661
+1,463
47
$2.68M 0.56%
52,849
-5,521
48
$2.64M 0.56%
10,416
+4,642
49
$2.6M 0.55%
9,719
+8,521
50
$2.55M 0.54%
37,594
+18,828
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