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
$599M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.52M
3
+$2.23M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.84M

Top Sells

1
+$2.64M
2
+$1.69M
3
+$1.67M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.45M

Sector Composition

1 Technology 15.58%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8M 0.8%
9,404
+319
27
$4.73M 0.79%
22,693
-75
28
$4.64M 0.77%
20,917
-285
29
$4.37M 0.73%
42,475
+1,106
30
$4.33M 0.72%
117,640
+2,167
31
$4.2M 0.7%
30,801
-1,069
32
$3.96M 0.66%
21,905
+3,535
33
$3.94M 0.66%
46,560
+4,186
34
$3.8M 0.63%
29,925
+1,061
35
$3.73M 0.62%
21,024
+447
36
$3.72M 0.62%
27,181
+2,916
37
$3.61M 0.6%
33,345
+20,598
38
$3.56M 0.59%
44,746
-1,603
39
$3.49M 0.58%
44,785
-10,473
40
$3.44M 0.57%
41,030
+3,414
41
$3.33M 0.56%
70,891
+29,502
42
$3.31M 0.55%
184,377
-23,139
43
$3.3M 0.55%
17,840
+4,023
44
$3.27M 0.55%
9,032
-4,260
45
$3.26M 0.54%
5,519
-582
46
$3.26M 0.54%
11,320
-102
47
$3.24M 0.54%
12,742
+150
48
$3.19M 0.53%
62,577
+3,469
49
$3.17M 0.53%
28,256
-3,162
50
$3.16M 0.53%
20,657
+500
1
2
3 4 5