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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$805K
3 +$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1 +$1.29M
2 +$1.12M
3 +$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.51M 0.49%
25,345
+4,822
52
$2.41M 0.47%
22,420
-215
53
$2.37M 0.46%
98,478
-22,560
54
$2.35M 0.46%
25,271
-456
55
$2.33M 0.46%
58,594
+887
56
$2.29M 0.45%
4,253
-267
57
$2.22M 0.43%
20,703
-578
58
$2.21M 0.43%
59,292
+194
59
$2.2M 0.43%
11,872
-3,229
60
$2.17M 0.42%
89,577
+9,033
61
$2.06M 0.4%
117,957
-49,662
62
$1.99M 0.39%
38,437
+75
63
$1.99M 0.39%
36,133
+683
64
$1.98M 0.39%
14,733
-510
65
$1.95M 0.38%
4,965
-463
66
$1.93M 0.38%
40,404
+191
67
$1.92M 0.38%
20,946
+3,355
68
$1.91M 0.37%
24,725
-611
69
$1.9M 0.37%
41,358
+348
70
$1.89M 0.37%
9,213
-311
71
$1.88M 0.37%
90,185
+6,023
72
$1.84M 0.36%
22,646
+3,485
73
$1.8M 0.35%
34,341
+15,369
74
$1.77M 0.35%
5,749
-27
75
$1.75M 0.34%
7,946
-849