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
$179M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$963K
3
+$789K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$715K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$714K

Top Sells

1
+$15.6M
2
+$7.79M
3
+$7.43M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.42M

Sector Composition

1 Technology 18.49%
2 Consumer Discretionary 5.09%
3 Communication Services 4.05%
4 Healthcare 3.09%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1%
17,700
+2,110
27
$1.76M 0.98%
7,213
-92
28
$1.65M 0.92%
18,882
-5,368
29
$1.6M 0.9%
12,228
+62
30
$1.58M 0.88%
43,689
+3,903
31
$1.58M 0.88%
8,642
+570
32
$1.54M 0.86%
48,540
-2,500
33
$1.51M 0.84%
14,722
-2,033
34
$1.51M 0.84%
31,199
+3,483
35
$1.5M 0.84%
31,792
+5,171
36
$1.49M 0.83%
3,544
-8,127
37
$1.48M 0.83%
7,268
-1,459
38
$1.45M 0.81%
41,740
+19,578
39
$1.41M 0.79%
7,813
+2,852
40
$1.37M 0.77%
24,375
-4,646
41
$1.37M 0.76%
15,683
-4,255
42
$1.29M 0.72%
10,207
-1,331
43
$1.26M 0.71%
15,020
-650
44
$1.26M 0.7%
11,985
-2,306
45
$1.22M 0.68%
26,003
+1,900
46
$1.22M 0.68%
19,817
+1,985
47
$1.21M 0.68%
12,847
-1,987
48
$1.2M 0.67%
27,234
-2,228
49
$1.2M 0.67%
52,749
-4,036
50
$1.13M 0.63%
1,548
-2,538
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