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
$303M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Sells

1 +$22.5M
2 +$9.72M
3 +$9.59M
4
MSFT icon
Microsoft
MSFT
+$7.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.22M

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 6.51%
3 Financials 5.89%
4 Healthcare 5.36%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.65M 0.55%
5,115
-5,222
52
$1.65M 0.55%
6,153
-391
53
$1.65M 0.55%
28,833
-11,731
54
$1.62M 0.54%
18,989
+316
55
$1.59M 0.53%
29,861
-6,272
56
$1.55M 0.51%
15,477
-723
57
$1.48M 0.49%
12,554
-8,149
58
$1.47M 0.49%
18,300
-747
59
$1.46M 0.48%
7,511
-1,702
60
$1.45M 0.48%
53,040
61
$1.44M 0.48%
+43,433
62
$1.39M 0.46%
9,347
-5,386
63
$1.38M 0.46%
15,042
-5,904
64
$1.36M 0.45%
7,434
-501
65
$1.35M 0.45%
41,573
-17,719
66
$1.34M 0.44%
2,488
-220
67
$1.33M 0.44%
12,948
-15,549
68
$1.32M 0.44%
+8,969
69
$1.31M 0.43%
14,354
-10,991
70
$1.31M 0.43%
12,884
-9,536
71
$1.27M 0.42%
12,054
-477
72
$1.26M 0.42%
7,322
-15,672
73
$1.25M 0.41%
17,923
-5,665
74
$1.22M 0.4%
6,585
-1,536
75
$1.21M 0.4%
15,991
-266