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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.42M
3
+$4.49M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.33M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.02%
2 Communication Services 9.26%
3 Healthcare 8.94%
4 Financials 6.93%
5 Consumer Staples 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.17M 0.74%
+19,487
52
$1.14M 0.72%
+14,985
53
$1.11M 0.7%
+40,466
54
$1.1M 0.69%
+8,758
55
$1.06M 0.67%
+5,798
56
$1.05M 0.67%
+18,852
57
$1.05M 0.67%
+11,169
58
$1.04M 0.66%
+13,594
59
$984K 0.62%
+18,303
60
$960K 0.61%
+38,036
61
$959K 0.61%
+8,231
62
$951K 0.6%
+6,658
63
$945K 0.6%
+13,536
64
$934K 0.59%
+30,000
65
$843K 0.53%
+5,478
66
$823K 0.52%
+14,614
67
$822K 0.52%
+15,331
68
$810K 0.51%
+7,950
69
$793K 0.5%
+2,453
70
$787K 0.5%
+40,737
71
$751K 0.47%
+8,660
72
$744K 0.47%
+20,015
73
$740K 0.47%
+54,800
74
$729K 0.46%
+5,697
75
$723K 0.46%
+22,543
1 2
3
4 5