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
$390M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$3.78M
2 +$3.21M
3 +$3.09M
4
DHR icon
Danaher
DHR
+$2.08M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.74M

Top Sells

1 +$4.51M
2 +$2.19M
3 +$2.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.19M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$807K

Sector Composition

1 Technology 20.53%
2 Financials 7.92%
3 Communication Services 6.59%
4 Consumer Discretionary 5.35%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.78M 0.97%
+23,393
27
$3.57M 0.92%
13,729
+1,173
28
$3.56M 0.91%
106,608
-6,404
29
$3.5M 0.9%
30,100
+844
30
$3.37M 0.86%
42,929
+629
31
$3.37M 0.86%
8,624
+824
32
$3.35M 0.86%
51,021
+1,232
33
$3.28M 0.84%
37,679
-2,451
34
$3.21M 0.82%
+5,625
35
$3.2M 0.82%
12,937
-195
36
$3.09M 0.79%
+7,201
37
$2.95M 0.76%
17,958
+4,206
38
$2.82M 0.72%
37,294
-7,281
39
$2.79M 0.71%
21,903
+3,235
40
$2.59M 0.66%
31,565
+2,587
41
$2.52M 0.65%
123,715
-6,996
42
$2.41M 0.62%
13,452
-270
43
$2.4M 0.62%
124,248
-7,624
44
$2.23M 0.57%
10,144
+208
45
$2.19M 0.56%
42,126
-8,088
46
$2.1M 0.54%
38,586
+317
47
$2.08M 0.53%
+7,696
48
$2.06M 0.53%
39,183
-6,217
49
$1.99M 0.51%
6,404
+296
50
$1.97M 0.51%
6,169
+362