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
$491M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Sells

1 +$4.74M
2 +$4.74M
3 +$4.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.58M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.15M

Sector Composition

1 Technology 14.24%
2 Industrials 6.91%
3 Financials 5.89%
4 Healthcare 5.77%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.9M 0.8%
113,796
-3,844
27
$3.85M 0.79%
30,315
-1,709
28
$3.8M 0.78%
+64,588
29
$3.71M 0.76%
32,949
+2,148
30
$3.71M 0.76%
22,013
+108
31
$3.49M 0.71%
39,979
-2,496
32
$3.42M 0.7%
108,875
-18,636
33
$3.35M 0.68%
8,867
+2,648
34
$3.35M 0.68%
46,774
-24,453
35
$3.33M 0.68%
14,838
+642
36
$3.24M 0.66%
127,854
+29,413
37
$3.1M 0.63%
61,022
-1,555
38
$3.06M 0.62%
21,297
+640
39
$2.99M 0.61%
38,615
-7,945
40
$2.89M 0.59%
31,756
-1,589
41
$2.86M 0.58%
5,268
-251
42
$2.85M 0.58%
46,663
+6,302
43
$2.81M 0.57%
27,675
-581
44
$2.81M 0.57%
12,593
+1,273
45
$2.8M 0.57%
30,684
+3,505
46
$2.78M 0.57%
19,192
+802
47
$2.76M 0.56%
39,202
-1,828
48
$2.76M 0.56%
29,261
+10,852
49
$2.75M 0.56%
53,520
+4,812
50
$2.68M 0.55%
35,621
-9,125