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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.41M
3 +$1.86M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$975K

Top Sells

1 +$4.85M
2 +$4.15M
3 +$2.6M
4
ED icon
Consolidated Edison
ED
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 14.54%
2 Industrials 6.93%
3 Healthcare 6.48%
4 Consumer Discretionary 5.75%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.46M 0.81%
33,085
+136
27
$3.32M 0.78%
12,054
-710
28
$3.28M 0.77%
21,196
-817
29
$3.21M 0.75%
133,040
-52,032
30
$3.2M 0.75%
60,942
+45,946
31
$3.17M 0.74%
40,378
+1,763
32
$3.03M 0.71%
8,481
-386
33
$3.03M 0.71%
42,040
-4,734
34
$2.95M 0.69%
133,183
+5,329
35
$2.91M 0.68%
5,745
+477
36
$2.88M 0.67%
47,771
+1,108
37
$2.87M 0.67%
33,266
+2,582
38
$2.81M 0.66%
29,656
+1,981
39
$2.71M 0.63%
21,443
+146
40
$2.7M 0.63%
39,674
+472
41
$2.67M 0.62%
12,498
-95
42
$2.65M 0.62%
55,222
+1,702
43
$2.61M 0.61%
18,178
-1,014
44
$2.44M 0.57%
172,668
-6,945
45
$2.43M 0.57%
34,070
-1,551
46
$2.41M 0.56%
32,372
+17,648
47
$2.38M 0.56%
26,853
+499
48
$2.33M 0.55%
57,543
+1,137
49
$2.29M 0.53%
12,164
-471
50
$2.27M 0.53%
59,902
-1,120