LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$32.3M
1-Year Est. Return
40.05%
This Fund
S&P 500
1 Year Est. Return
+40.05%
AUM
$32.3M
AUM Growth
-$9.65M
(-23%)
Holding
66
Top Buys
| 1 | +$495K | |
| 2 | +$338K | |
| 3 | +$307K | |
| 4 |
Spotify
SPOT
|
+$278K |
| 5 |
Ralph Lauren
RL
|
+$240K |
Top Sells
| 1 | +$1.14M | |
| 2 | +$1.1M | |
| 3 | +$1.06M | |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$872K |
| 5 |
NVIDIA
NVDA
|
+$828K |
Sector Composition
| 1 | Technology | 40.61% |
| 2 | Consumer Discretionary | 15.31% |
| 3 | Communication Services | 10.35% |
| 4 | Financials | 4.81% |
| 5 | Healthcare | 4.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
FT Vest US Equity Buffer ETF February
FFEB
$1.12B
| – | – |
-20,722
|
|
||
52
Fair Isaac
FICO
$35B
| – | – |
-199
|
|
||
53
Grayscale Bitcoin Trust
GBTC
$27.1B
| – | – |
-3,695
|
|
||
54
SPDR Gold Trust
GLD
$182B
| – | – |
-3,106
|
|
||
55
Goldman Sachs
GS
$248B
| – | – |
-353
|
|
||
56
Home Depot
HD
$360B
| – | – |
-751
|
|
||
57
AdvisorShares Pure US Cannabis ETF
MSOS
$800M
| – | – |
-18,335
|
|
||
58
Micron Technology
MU
$447B
| – | – |
-1,500
|
|
||
|
NAAS
59
NaaS Technology Inc
NAAS
$22.3M
| – | – |
-20,915
|
|
||
60
Navitas Semiconductor
NVTS
$2.07B
| – | – |
-22,316
|
|
||
61
abrdn Physical Platinum Shares ETF
PPLT
$3.05B
| – | – |
-1,694
|
|
||
|
62
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.3B
| – | – |
-22,946
|
|
||
63
State Street SPDR S&P 500 ETF Trust
SPY
$681B
| – | – |
-778
|
|
||
64
Tractor Supply
TSCO
$26.6B
| – | – |
-3,523
|
|
||
65
Vuzix
VUZI
$209M
| – | – |
-34,352
|
|
||
|
TE
66
T1 Energy Inc
TE
$1.45B
| – | – |
-42,500
|
|