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
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.51%
78,092
+13,198
52
$2.47M 0.5%
25,488
-2,072
53
$2.44M 0.5%
57,707
+309
54
$2.43M 0.5%
15,243
-142
55
$2.4M 0.49%
9,639
-547
56
$2.33M 0.48%
21,281
-52
57
$2.3M 0.47%
59,098
+3,682
58
$2.29M 0.47%
22,635
-407
59
$2.26M 0.46%
25,727
-264
60
$2.25M 0.46%
4,520
+42
61
$2.14M 0.44%
20,523
-489
62
$2.03M 0.42%
27,535
-5,007
63
$2.01M 0.41%
38,362
-1,268
64
$1.97M 0.4%
5,428
-108
65
$1.96M 0.4%
80,544
-1,467
66
$1.93M 0.39%
35,450
-2,912
67
$1.93M 0.39%
25,336
-274
68
$1.92M 0.39%
40,213
+6,362
69
$1.89M 0.39%
41,010
+6,529
70
$1.86M 0.38%
84,162
+5,472
71
$1.86M 0.38%
8,795
-285
72
$1.81M 0.37%
9,524
-1,337
73
$1.78M 0.36%
17,760
-1,179
74
$1.77M 0.36%
7,303
-2,791
75
$1.75M 0.36%
18,288
1 2
3
4 5