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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$28.8M
2 +$12.5M
3 +$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1 +$1.62M
2 +$1.54M
3 +$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.93M 0.79%
60,913
+3,591
27
$4.59M 0.73%
21,202
+453
28
$4.56M 0.73%
9,085
+461
29
$4.47M 0.71%
+55,258
30
$4.38M 0.7%
41,369
+492
31
$4.32M 0.69%
110,561
+2,213
32
$4.12M 0.66%
12,255
-970
33
$4.1M 0.66%
62,071
+11,050
34
$4.07M 0.65%
6,101
+476
35
$4.02M 0.64%
115,473
+8,865
36
$3.96M 0.63%
42,374
-555
37
$3.94M 0.63%
+207,516
38
$3.93M 0.63%
+46,349
39
$3.92M 0.63%
+13,926
40
$3.73M 0.6%
28,864
-1,236
41
$3.67M 0.59%
+11,422
42
$3.58M 0.57%
7,531
+330
43
$3.58M 0.57%
+21,453
44
$3.52M 0.56%
+31,418
45
$3.52M 0.56%
20,577
-2,816
46
$3.49M 0.56%
37,616
-63
47
$3.47M 0.55%
+30,234
48
$3.42M 0.55%
24,265
+2,362
49
$3.35M 0.54%
12,592
-345
50
$3.3M 0.53%
+20,157