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
$225M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.77M
3
+$1.35M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$878K

Top Sells

1
+$929K
2
+$845K
3
+$409K
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$387K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$368K

Sector Composition

1 Technology 17.77%
2 Consumer Staples 6.82%
3 Communication Services 6.68%
4 Healthcare 6.67%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.64%
106,524
-4,248
52
$1.42M 0.63%
52,936
-11,806
53
$1.4M 0.62%
8,495
-695
54
$1.39M 0.62%
102,640
+2,040
55
$1.31M 0.58%
5,774
+1
56
$1.3M 0.58%
55,230
57
$1.29M 0.57%
24,780
+133
58
$1.27M 0.57%
14,824
-9
59
$1.27M 0.56%
11,512
-174
60
$1.2M 0.53%
19,930
+1,326
61
$1.2M 0.53%
+18,766
62
$1.19M 0.53%
103,676
+15,243
63
$1.19M 0.53%
9,563
+29
64
$1.15M 0.51%
3,921
+99
65
$1.14M 0.51%
12,199
+5
66
$1.09M 0.49%
10,468
+11
67
$1.08M 0.48%
23,443
-925
68
$1.06M 0.47%
16,146
+331
69
$1.05M 0.47%
4,183
+126
70
$1.01M 0.45%
25,633
-1,551
71
$991K 0.44%
19,133
-1,382
72
$953K 0.42%
15,803
-355
73
$914K 0.41%
7,281
+402
74
$900K 0.4%
2,039
+76
75
$890K 0.4%
2,633
+88
1 2
3
4 5