LWM

Laidlaw Wealth Management Portfolio holdings

AUM $42M
1-Year Est. Return 57.01%
This Quarter Est. Return
1 Year Est. Return
+57.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.6M
AUM Growth
-$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$286K
3
+$241K
4
TDG icon
TransDigm Group
TDG
+$217K
5
AFL icon
Aflac
AFL
+$211K

Top Sells

1
+$66M
2
+$21.9M
3
+$5.69M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.67M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.54M

Sector Composition

1 Technology 40.28%
2 Consumer Discretionary 15.87%
3 Financials 11.63%
4 Communication Services 9.38%
5 Consumer Staples 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$322K 0.95%
10,393
-55,091
27
$314K 0.92%
170
-6
28
$310K 0.91%
+6,414
29
$302K 0.89%
13,198
-11,426
30
$288K 0.85%
786
-540
31
$286K 0.84%
+1,297
32
$276K 0.81%
2,746
-824
33
$272K 0.8%
772
-148
34
$260K 0.77%
743
-2,405
35
$259K 0.76%
1,503
-83
36
$253K 0.75%
5,421
37
$245K 0.72%
6,262
-1,945
38
$238K 0.7%
435
-104
39
$235K 0.69%
10,625
-1,550
40
$232K 0.68%
6,790
-107,780
41
$226K 0.67%
1,362
-82
42
$217K 0.64%
+157
43
$215K 0.63%
3,303
-1,209
44
$211K 0.62%
+1,902
45
$210K 0.62%
781
-3,622
46
$204K 0.6%
11,200
47
$127K 0.38%
10,229
48
$99.5K 0.29%
63,000
49
$70.1K 0.21%
+34,352
50
$56.1K 0.17%
44,500
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