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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$805K
3 +$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1 +$1.29M
2 +$1.12M
3 +$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.1M 0.8%
22,994
-504
27
$4.07M 0.8%
15,555
+117
28
$4.06M 0.79%
10,988
+223
29
$3.89M 0.76%
22,925
-596
30
$3.85M 0.75%
105,755
-1,522
31
$3.7M 0.72%
34,928
+4,409
32
$3.7M 0.72%
12,876
-1,041
33
$3.63M 0.71%
27,361
-606
34
$3.53M 0.69%
119,960
-3,200
35
$3.48M 0.68%
22,959
-28
36
$3.33M 0.65%
10,337
+2,139
37
$3.32M 0.65%
30,513
-1,079
38
$3.29M 0.64%
28,497
+444
39
$3.28M 0.64%
159,494
+9,747
40
$3.09M 0.6%
43,122
-2,703
41
$3.09M 0.6%
6,979
-312
42
$3.01M 0.59%
40,564
-2,308
43
$2.88M 0.56%
18,323
-368
44
$2.81M 0.55%
36,511
-2,655
45
$2.79M 0.55%
9,348
-107
46
$2.72M 0.53%
52,540
-2,075
47
$2.64M 0.52%
78,293
+201
48
$2.62M 0.51%
9,276
-363
49
$2.61M 0.51%
4,998
-22
50
$2.53M 0.5%
25,827
+339