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
$182M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$795K
3
+$697K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$512K
5
AMT icon
American Tower
AMT
+$506K

Top Sells

1
+$1.38M
2
+$1.11M
3
+$670K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$499K
5
BX icon
Blackstone
BX
+$418K

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 4.93%
3 Communication Services 4.5%
4 Healthcare 2.84%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.96%
17,413
-287
27
$1.7M 0.93%
12,317
+89
28
$1.69M 0.93%
63,791
+11,042
29
$1.69M 0.93%
7,176
-37
30
$1.68M 0.92%
45,728
+2,039
31
$1.65M 0.9%
34,280
+3,081
32
$1.64M 0.9%
35,035
+3,243
33
$1.55M 0.85%
3,229
-1,041
34
$1.49M 0.82%
14,951
+229
35
$1.47M 0.81%
7,254
-14
36
$1.45M 0.8%
17,288
-1,594
37
$1.4M 0.77%
41,920
+180
38
$1.3M 0.72%
1,535
-13
39
$1.3M 0.72%
26,908
+905
40
$1.3M 0.71%
20,710
+893
41
$1.29M 0.71%
7,970
+157
42
$1.29M 0.71%
10,583
+376
43
$1.27M 0.7%
22,994
-1,381
44
$1.26M 0.69%
41,820
-6,720
45
$1.25M 0.69%
1,386
-12
46
$1.24M 0.68%
14,425
-1,258
47
$1.23M 0.68%
7,256
-200
48
$1.19M 0.65%
11,359
-626
49
$1.18M 0.65%
13,342
-1,678
50
$1.16M 0.64%
12,746
-101
1
2
3 4 5