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
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 0.77%
24,453
+334
27
$3.62M 0.74%
27,967
-11,856
28
$3.52M 0.72%
23,521
-3,275
29
$3.46M 0.71%
8,462
-744
30
$3.45M 0.71%
10,765
+2,406
31
$3.42M 0.7%
22,987
+299
32
$3.4M 0.69%
149,747
+10,421
33
$3.4M 0.69%
123,160
-12,870
34
$3.3M 0.67%
42,872
+769
35
$3.22M 0.66%
30,519
-571
36
$3.2M 0.65%
15,438
+447
37
$3.14M 0.64%
45,825
-1,009
38
$3.05M 0.62%
18,691
+956
39
$2.98M 0.61%
28,053
-5,134
40
$2.95M 0.6%
121,038
-14,556
41
$2.95M 0.6%
13,917
+921
42
$2.93M 0.6%
31,592
+271
43
$2.89M 0.59%
5,020
-116
44
$2.89M 0.59%
39,166
-685
45
$2.86M 0.58%
54,615
+137
46
$2.81M 0.57%
7,291
+64
47
$2.75M 0.56%
15,101
+110
48
$2.7M 0.55%
167,619
-546
49
$2.68M 0.55%
8,198
+2,269
50
$2.64M 0.54%
9,455
+131
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