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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.55M 0.54%
38,541
+5,052
52
$2.52M 0.53%
16,981
+5,382
53
$2.5M 0.53%
28,223
+18,543
54
$2.43M 0.51%
17,440
+6,058
55
$2.37M 0.5%
5,088
+3,049
56
$2.36M 0.5%
9,649
+2,206
57
$2.33M 0.49%
23,325
+2,620
58
$2.33M 0.49%
10,143
+2,529
59
$2.29M 0.48%
+19,080
60
$2.18M 0.46%
+74,734
61
$2.11M 0.45%
17,570
+1,451
62
$2M 0.42%
12,417
+7,006
63
$1.97M 0.42%
8,430
+5,179
64
$1.89M 0.4%
8,040
+6,078
65
$1.89M 0.4%
39,351
+30,201
66
$1.83M 0.39%
59,882
+6,946
67
$1.83M 0.39%
5,130
+2,497
68
$1.83M 0.39%
34,919
+11,476
69
$1.81M 0.38%
27,939
+3,159
70
$1.8M 0.38%
75,660
+4,103
71
$1.8M 0.38%
19,370
+7,171
72
$1.78M 0.37%
+12,613
73
$1.77M 0.37%
16,532
+1,708
74
$1.72M 0.36%
8,026
+4,553
75
$1.72M 0.36%
7,677
+5,867
1 2
3
4 5