LWM

Laidlaw Wealth Management Portfolio holdings

AUM $28.8M
1-Year Est. Return 37.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.7%
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
+$4.32M
2
+$3.33M
3
+$2.61M
4
BX icon
Blackstone
BX
+$2.24M
5
IYW icon
iShares US Technology ETF
IYW
+$1.89M

Top Sells

1
+$3.26M
2
+$2.33M
3
+$1.36M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.35M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.19M

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%
57,816
-32,992
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%
61,116
-13,872
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%
36,320
-12,336
72
$1.85M 0.4%
14,991
+915
73
$1.83M 0.39%
9,041
+148
74
$1.75M 0.37%
27,255
+349
75
$1.74M 0.37%
+18,288
1 2
3
4 5