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
$491M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Sells

1 +$4.74M
2 +$4.74M
3 +$4.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.58M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.15M

Sector Composition

1 Technology 14.24%
2 Industrials 6.91%
3 Financials 5.89%
4 Healthcare 5.77%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.67M 0.55%
179,613
-4,764
52
$2.65M 0.54%
34,440
-10,345
53
$2.6M 0.53%
28,530
-1,395
54
$2.57M 0.52%
25,922
-47,795
55
$2.51M 0.51%
56,406
+7,118
56
$2.49M 0.51%
26,354
+2,986
57
$2.49M 0.51%
12,635
+2,009
58
$2.48M 0.5%
10,519
-2,223
59
$2.4M 0.49%
15,688
-717
60
$2.37M 0.48%
25,922
-51,425
61
$2.35M 0.48%
14,603
+2,693
62
$2.35M 0.48%
95,268
-192,138
63
$2.35M 0.48%
8,372
-660
64
$2.29M 0.47%
9,268
+254
65
$2.24M 0.46%
13,457
+407
66
$2.24M 0.46%
52,532
+2,208
67
$2.13M 0.43%
4,439
-19
68
$2.07M 0.42%
16,308
+11,680
69
$2.07M 0.42%
28,588
-262
70
$2.01M 0.41%
6,775
+1,097
71
$1.99M 0.4%
35,830
+4,977
72
$1.97M 0.4%
22,973
-856
73
$1.97M 0.4%
82,302
+1,935
74
$1.95M 0.4%
62,760
+21,287
75
$1.94M 0.4%
81,154
-938