LWM

Laidlaw Wealth Management Portfolio holdings

AUM $32.3M
1-Year Est. Return 40.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.7M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$412K
3
+$259K
4
RSG icon
Republic Services
RSG
+$218K
5
ORLY icon
O'Reilly Automotive
ORLY
+$217K

Top Sells

1
+$690K
2
+$634K
3
+$610K
4
MSFT icon
Microsoft
MSFT
+$473K
5
AVGO icon
Broadcom
AVGO
+$462K

Sector Composition

1 Technology 42.19%
2 Consumer Discretionary 14.57%
3 Communication Services 9.81%
4 Financials 9.25%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$482K 1.39%
+780
27
$450K 1.3%
+7,355
28
$435K 1.25%
286
+129
29
$408K 1.18%
7,002
+588
30
$352K 1.01%
691
-81
31
$335K 0.96%
473
+38
32
$283K 0.82%
797
+54
33
$283K 0.82%
+3,335
34
$283K 0.81%
771
-15
35
$277K 0.8%
6,790
36
$268K 0.77%
2,788
+42
37
$244K 0.7%
+1,982
38
$231K 0.66%
+2,000
39
$227K 0.65%
10,325
-300
40
$222K 0.64%
+1,788
41
$218K 0.63%
+884
42
$215K 0.62%
+2,385
43
$212K 0.61%
+694
44
$208K 0.6%
11,200
45
$201K 0.58%
1,902
46
$146K 0.42%
22,316
+4,000
47
$141K 0.41%
10,229
48
$100K 0.29%
34,352
49
$76.6K 0.22%
55,700
-7,300
50
$54.7K 0.16%
44,500
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