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
$192M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$899K
3
+$505K
4
AAPL icon
Apple
AAPL
+$494K
5
AMZN icon
Amazon
AMZN
+$494K

Top Sells

1
+$1.14M
2
+$614K
3
+$261K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$238K
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$227K

Sector Composition

1 Technology 18.36%
2 Healthcare 7.64%
3 Communication Services 7.37%
4 Consumer Staples 6.14%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.69%
12,639
+919
52
$1.29M 0.68%
11,686
-167
53
$1.29M 0.67%
10,768
+719
54
$1.27M 0.66%
27,184
+2,028
55
$1.23M 0.64%
20,515
+858
56
$1.23M 0.64%
55,230
-1,860
57
$1.17M 0.61%
5,773
+2
58
$1.14M 0.59%
12,194
-186
59
$1.09M 0.57%
14,833
+1,190
60
$1.06M 0.56%
9,534
+519
61
$1.06M 0.56%
18,604
-1,066
62
$1.04M 0.54%
10,457
+13
63
$989K 0.52%
88,433
-4,669
64
$975K 0.51%
15,815
-701
65
$968K 0.51%
14,904
-1,059
66
$956K 0.5%
100,600
+25,040
67
$950K 0.5%
16,158
-355
68
$950K 0.5%
24,368
+1,297
69
$829K 0.43%
3,207
-116
70
$829K 0.43%
6,062
+438
71
$824K 0.43%
3,822
+1,173
72
$760K 0.4%
4,057
+404
73
$758K 0.4%
12,222
+403
74
$753K 0.39%
7,671
+3,280
75
$753K 0.39%
2,545
+112
1 2
3
4 5