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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$3.31M
3 +$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.57M 0.77%
40,482
-863
27
$3.52M 0.76%
9,206
+725
28
$3.52M 0.75%
42,103
+1,725
29
$3.51M 0.75%
39,539
-1,080
30
$3.46M 0.74%
26,796
+18,748
31
$3.44M 0.74%
22,688
+1,245
32
$3.36M 0.72%
31,090
+1,434
33
$3.32M 0.71%
37,960
-4,080
34
$3.31M 0.71%
+136,030
35
$3.28M 0.7%
19,351
-1,845
36
$3.27M 0.7%
135,594
+2,554
37
$3.18M 0.68%
17,735
-443
38
$3.15M 0.68%
139,326
+6,143
39
$3.06M 0.66%
46,834
-937
40
$2.91M 0.63%
54,478
-744
41
$2.88M 0.62%
39,851
+177
42
$2.83M 0.61%
5,136
-609
43
$2.71M 0.58%
14,991
+1,464
44
$2.65M 0.57%
10,094
+2,906
45
$2.62M 0.56%
27,560
+707
46
$2.56M 0.55%
57,398
-145
47
$2.53M 0.54%
168,165
-4,503
48
$2.49M 0.53%
15,385
-1,182
49
$2.46M 0.53%
9,324
+331
50
$2.4M 0.52%
29,027
-3,345