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
$179M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$963K
3
+$789K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$715K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$714K

Top Sells

1
+$15.6M
2
+$7.79M
3
+$7.43M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.42M

Sector Composition

1 Technology 18.49%
2 Consumer Discretionary 5.09%
3 Communication Services 4.05%
4 Healthcare 3.09%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.61%
1,398
-1,379
52
$1.07M 0.6%
6,500
-776
53
$1.06M 0.59%
7,456
-6,764
54
$1.05M 0.58%
12,103
-162
55
$1.05M 0.58%
1,722
-237
56
$1.03M 0.58%
6,854
-28,718
57
$963K 0.54%
+21,263
58
$958K 0.53%
11,733
-2,231
59
$947K 0.53%
17,642
60
$939K 0.52%
16,600
-553
61
$927K 0.52%
1,873
-4,902
62
$827K 0.46%
6,240
-17,120
63
$824K 0.46%
4,908
64
$791K 0.44%
3,948
-11,473
65
$789K 0.44%
+18,016
66
$760K 0.42%
1,915
+1,311
67
$756K 0.42%
5,415
68
$748K 0.42%
981
-152
69
$744K 0.41%
8,005
-790
70
$731K 0.41%
12,963
-324
71
$724K 0.4%
3,789
-2,754
72
$723K 0.4%
1,884
-6,172
73
$722K 0.4%
19,808
-1,295
74
$714K 0.4%
+12,514
75
$710K 0.4%
12,957
-2,122
1 2
3
4 5