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
$202M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.55M
3
+$2.24M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.27M
5
OZ icon
Belpointe PREP
OZ
+$1.1M

Top Sells

1
+$2.22M
2
+$2.1M
3
+$1.11M
4
LRCX icon
Lam Research
LRCX
+$415K
5
DELL icon
Dell
DELL
+$381K

Sector Composition

1 Technology 20.45%
2 Consumer Discretionary 5.14%
3 Communication Services 4.33%
4 Financials 2.97%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.95%
3,952
+723
27
$1.88M 0.93%
7,210
+34
28
$1.85M 0.92%
4,022
+1,322
29
$1.84M 0.91%
9,146
+264
30
$1.82M 0.9%
47,720
+1,992
31
$1.79M 0.88%
62,929
-862
32
$1.78M 0.88%
12,225
-92
33
$1.72M 0.85%
34,835
+555
34
$1.72M 0.85%
19,609
+2,321
35
$1.69M 0.84%
34,606
-429
36
$1.67M 0.82%
15,162
+211
37
$1.6M 0.79%
26,291
+3,297
38
$1.56M 0.77%
42,980
+1,060
39
$1.54M 0.76%
7,049
-205
40
$1.53M 0.76%
1,729
+343
41
$1.49M 0.74%
12,995
+1,636
42
$1.43M 0.71%
14,288
-3,125
43
$1.42M 0.7%
29,591
+3,756
44
$1.42M 0.7%
28,139
+1,231
45
$1.37M 0.68%
10,091
-492
46
$1.36M 0.67%
21,428
+718
47
$1.35M 0.67%
41,820
48
$1.34M 0.66%
1,507
-28
49
$1.28M 0.63%
7,776
-194
50
$1.27M 0.63%
+27,210
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