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
$303M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Sells

1 +$22.5M
2 +$9.72M
3 +$9.59M
4
MSFT icon
Microsoft
MSFT
+$7.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.22M

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 6.51%
3 Financials 5.89%
4 Healthcare 5.36%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.66M 0.88%
11,567
-9,045
27
$2.52M 0.83%
6,073
-906
28
$2.49M 0.82%
23,244
-2,027
29
$2.44M 0.81%
23,269
-7,244
30
$2.42M 0.8%
34,989
-8,133
31
$2.37M 0.78%
6,622
-4,366
32
$2.35M 0.78%
16,111
-6,848
33
$2.19M 0.73%
13,016
-5,307
34
$2.19M 0.72%
44,536
-8,004
35
$2.15M 0.71%
3,801
-452
36
$2.12M 0.7%
28,926
-7,585
37
$2.06M 0.68%
21,582
-4,245
38
$2.05M 0.68%
38,171
-266
39
$1.96M 0.65%
59,098
-19,195
40
$1.95M 0.64%
49,460
-9,134
41
$1.86M 0.62%
20,614
-2,032
42
$1.85M 0.61%
11,909
-13,321
43
$1.85M 0.61%
91,158
+973
44
$1.8M 0.59%
21,660
+1,540
45
$1.78M 0.59%
37,692
-2,712
46
$1.77M 0.58%
10,417
-1,455
47
$1.75M 0.58%
6,625
-2,723
48
$1.74M 0.57%
38,576
-2,782
49
$1.69M 0.56%
14,398
+1,032
50
$1.67M 0.55%
+39,617