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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$3.31M
3 +$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.35M 0.5%
21,333
-1,001
52
$2.34M 0.5%
32,542
-1,528
53
$2.33M 0.5%
31,321
+24,708
54
$2.31M 0.5%
7,227
-4,124
55
$2.26M 0.49%
23,042
+579
56
$2.23M 0.48%
8,359
+574
57
$2.22M 0.48%
64,894
+8,259
58
$2.18M 0.47%
55,416
-4,486
59
$2.17M 0.47%
10,186
-2,312
60
$2.09M 0.45%
8,432
-576
61
$2.08M 0.45%
21,012
+42
62
$2.07M 0.44%
82,011
-291
63
$2.04M 0.44%
4,478
+5
64
$2.04M 0.44%
5,929
-637
65
$2.04M 0.44%
38,362
+1,369
66
$1.98M 0.43%
10,861
+812
67
$1.93M 0.41%
+25,991
68
$1.93M 0.41%
5,536
-72
69
$1.9M 0.41%
25,610
-3,040
70
$1.89M 0.4%
39,630
-13,045
71
$1.85M 0.4%
9,080
-3,084
72
$1.85M 0.4%
14,991
+915
73
$1.83M 0.39%
8,521
+139
74
$1.75M 0.37%
27,255
+349
75
$1.74M 0.37%
+18,288