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
$388M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$5.21M
3 +$4.51M
4
AMGN icon
Amgen
AMGN
+$2.19M
5
BDX icon
Becton Dickinson
BDX
+$2.15M

Sector Composition

1 Technology 19.79%
2 Financials 7.99%
3 Communication Services 6.74%
4 Consumer Discretionary 5.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.05M 0.53%
90,069
-10,092
52
$2.03M 0.52%
38,269
+1,518
53
$2M 0.51%
24,640
+6,619
54
$1.92M 0.49%
6,108
+1,968
55
$1.88M 0.49%
33,013
+1,459
56
$1.87M 0.48%
5,113
+397
57
$1.82M 0.47%
70,716
-5,084
58
$1.82M 0.47%
23,363
-449
59
$1.8M 0.46%
27,986
+4,537
60
$1.78M 0.46%
58,104
+6,028
61
$1.78M 0.46%
43,137
+2,017
62
$1.73M 0.45%
23,624
+1,749
63
$1.72M 0.44%
7,433
+441
64
$1.71M 0.44%
5,807
+530
65
$1.7M 0.44%
6,972
-206
66
$1.65M 0.42%
62,700
+33,590
67
$1.65M 0.42%
62,392
+39,931
68
$1.64M 0.42%
55,980
69
$1.62M 0.42%
14,363
-14
70
$1.61M 0.42%
4,244
+370
71
$1.58M 0.41%
25,097
+1,006
72
$1.55M 0.4%
29,971
+23,852
73
$1.53M 0.4%
29,301
+1,765
74
$1.44M 0.37%
5,972
+112
75
$1.43M 0.37%
6,304
+739