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
$388M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$5.21M
3 +$4.51M
4
AMGN icon
Amgen
AMGN
+$2.19M
5
BDX icon
Becton Dickinson
BDX
+$2.15M

Sector Composition

1 Technology 19.79%
2 Financials 7.99%
3 Communication Services 6.74%
4 Consumer Discretionary 5.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.66M 0.94%
12,556
+1,063
27
$3.63M 0.94%
64,713
+4,937
28
$3.56M 0.92%
40,130
+5,890
29
$3.46M 0.89%
44,575
+3,474
30
$3.38M 0.87%
14,910
+1,062
31
$3.27M 0.84%
49,789
+8,023
32
$3.25M 0.84%
13,132
+3,705
33
$3.12M 0.81%
7,800
+78
34
$3.1M 0.8%
42,300
-21
35
$2.84M 0.73%
29,256
+1,346
36
$2.84M 0.73%
130,711
+866
37
$2.71M 0.7%
50,214
+8,747
38
$2.6M 0.67%
131,872
-5,582
39
$2.54M 0.65%
50,233
-1,195
40
$2.48M 0.64%
28,978
+2,221
41
$2.45M 0.63%
13,722
+3,042
42
$2.43M 0.63%
45,400
+6,161
43
$2.38M 0.61%
9,936
+250
44
$2.35M 0.61%
18,668
+5,433
45
$2.28M 0.59%
13,752
-1,559
46
$2.23M 0.58%
47,625
+6,588
47
$2.19M 0.56%
+8,963
48
$2.17M 0.56%
21,146
+3,377
49
$2.15M 0.55%
+9,049
50
$2.13M 0.55%
25,855
+11,930