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
$390M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$3.78M
2 +$3.21M
3 +$3.09M
4
DHR icon
Danaher
DHR
+$2.08M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.74M

Top Sells

1 +$4.51M
2 +$2.19M
3 +$2.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.19M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$807K

Sector Composition

1 Technology 20.53%
2 Financials 7.92%
3 Communication Services 6.59%
4 Consumer Discretionary 5.35%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.97M 0.51%
41,852
-5,773
52
$1.97M 0.5%
35,171
+2,158
53
$1.96M 0.5%
7,207
+235
54
$1.95M 0.5%
81,234
+18,842
55
$1.95M 0.5%
18,979
-2,167
56
$1.94M 0.5%
25,759
+2,396
57
$1.93M 0.49%
7,987
+554
58
$1.9M 0.49%
37,709
-12,524
59
$1.88M 0.48%
4,975
+731
60
$1.88M 0.48%
23,484
-1,156
61
$1.88M 0.48%
37,302
+8,001
62
$1.84M 0.47%
5,299
+186
63
$1.83M 0.47%
31,148
+6,051
64
$1.81M 0.46%
70,890
+8,190
65
$1.78M 0.46%
42,005
-1,132
66
$1.77M 0.45%
22,358
-3,497
67
$1.76M 0.45%
24,794
+1,170
68
$1.76M 0.45%
57,347
-757
69
$1.74M 0.45%
16,129
+1,766
70
$1.74M 0.45%
+36,309
71
$1.71M 0.44%
76,071
-13,998
72
$1.67M 0.43%
55,980
73
$1.64M 0.42%
+79,880
74
$1.62M 0.42%
63,331
-7,385
75
$1.58M 0.41%
17,884
+4,262