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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.41M
3 +$1.86M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$975K

Top Sells

1 +$4.85M
2 +$4.15M
3 +$2.6M
4
ED icon
Consolidated Edison
ED
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 14.54%
2 Industrials 6.93%
3 Healthcare 6.48%
4 Consumer Discretionary 5.75%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.26M 0.53%
30,169
-4,271
52
$2.22M 0.52%
16,567
+879
53
$2.21M 0.52%
13,527
+70
54
$2.11M 0.49%
4,473
+34
55
$2.11M 0.49%
52,675
+143
56
$2.08M 0.49%
7,785
-587
57
$2.08M 0.48%
8,993
-275
58
$2.02M 0.47%
9,008
-1,511
59
$1.98M 0.46%
16,233
-75
60
$1.95M 0.46%
22,334
-639
61
$1.94M 0.45%
19,474
+33
62
$1.92M 0.45%
6,566
-209
63
$1.92M 0.45%
28,650
+62
64
$1.88M 0.44%
36,993
+1,163
65
$1.86M 0.43%
22,463
-17,516
66
$1.86M 0.43%
+26,906
67
$1.84M 0.43%
13,573
-1,030
68
$1.82M 0.43%
82,302
69
$1.77M 0.41%
9,096
-261
70
$1.77M 0.41%
20,970
+2,399
71
$1.72M 0.4%
56,635
-52,240
72
$1.67M 0.39%
35,326
+7,322
73
$1.67M 0.39%
7,286
+22
74
$1.64M 0.38%
35,685
+7,602
75
$1.62M 0.38%
7,188
-458