LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Est. Return
44.33%
1 Year Est. Return
+44.33%
AUM
$34.7M
AUM Growth
+$1.1M
(+3.3%)
Holding
64
Top Buys
| 1 | +$482K | |
| 2 | +$450K | |
| 3 | +$283K | |
| 4 |
Coinbase
COIN
|
+$265K |
| 5 |
Micron Technology
MU
|
+$244K |
Top Sells
| 1 | +$677K | |
| 2 | +$660K | |
| 3 | +$634K | |
| 4 |
Broadcom
AVGO
|
+$586K |
| 5 |
Microsoft
MSFT
|
+$542K |
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 | |
|---|---|---|---|---|---|---|
51
Inspira Technologies Oxy
IINN
$32M
| $11.5K | 0.03% |
13,500
|
|
||
|
BITF
52
Bitfarms
BITF
$2.18B
| $10.6K | 0.03% |
12,600
-2,520
|
|
||
53
Bank of America
BAC
$375B
| – | – |
-10,409
|
|
||
54
Global X Copper Miners ETF NEW
COPX
$2.65B
| – | – |
-6,262
|
|
||
55
Salesforce
CRM
$244B
| – | – |
-781
|
|
||
56
Fiserv
FI
$68.1B
| – | – |
-1,297
|
|
||
57
Fidelity National Financial
FNF
$15.3B
| – | – |
-3,303
|
|
||
58
FT Vest US Equity Buffer ETF November
FNOV
$1B
| – | – |
-5,421
|
|
||
59
Alphabet (Google) Class C
GOOG
$3.05T
| – | – |
-2,595
|
|
||
|
NAAS
60
NaaS Technology Inc
NAAS
$7.73M
| – | – |
-1,915
|
|
||
61
Invesco QQQ Trust
QQQ
$385B
| – | – |
-1,352
|
|
||
62
TSMC
TSM
$1.5T
| – | – |
-1,362
|
|
||
63
Global X Uranium ETF
URA
$5.19B
| – | – |
-13,198
|
|
||
|
DMN
64
DELISTED
Damon Inc. Common Stock
DMN
| – | – |
-19,748
|
|