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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$28.8M
2 +$12.5M
3 +$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1 +$1.62M
2 +$1.54M
3 +$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$3.27M 0.52%
+121,180
52
$3.14M 0.5%
18,370
+412
53
$3.07M 0.49%
59,108
-11,705
54
$3M 0.48%
+19,376
55
$2.98M 0.48%
36,602
-692
56
$2.93M 0.47%
46,259
+7,673
57
$2.83M 0.45%
13,817
+365
58
$2.76M 0.44%
+10,850
59
$2.59M 0.41%
6,248
+79
60
$2.55M 0.41%
43,573
+4,390
61
$2.52M 0.4%
29,806
-1,759
62
$2.5M 0.4%
+12,003
63
$2.47M 0.4%
4,355
+1,500
64
$2.44M 0.39%
+18,846
65
$2.42M 0.39%
43,625
+1,499
66
$2.4M 0.38%
+88,959
67
$2.39M 0.38%
12,672
-1,057
68
$2.38M 0.38%
8,169
+473
69
$2.38M 0.38%
+4,989
70
$2.35M 0.38%
+13,528
71
$2.33M 0.37%
120,012
-4,236
72
$2.33M 0.37%
44,632
+2,780
73
$2.32M 0.37%
+19,745
74
$2.32M 0.37%
17,105
+976
75
$2.29M 0.37%
8,555
+568