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
$182M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$933K
2 +$795K
3 +$697K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$512K
5
AMT icon
American Tower
AMT
+$506K

Top Sells

1 +$1.38M
2 +$1.11M
3 +$670K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$499K
5
BX icon
Blackstone
BX
+$418K

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 4.93%
3 Communication Services 4.5%
4 Healthcare 2.84%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.13M 0.62%
25,835
-1,399
52
$1.1M 0.6%
2,700
-844
53
$1.07M 0.59%
12,439
+706
54
$1.05M 0.58%
1,562
-160
55
$1.04M 0.57%
22,280
+1,017
56
$1.02M 0.56%
12,229
+126
57
$971K 0.53%
5,329
-1,525
58
$963K 0.53%
6,350
-150
59
$905K 0.5%
15,817
-783
60
$890K 0.49%
16,642
-1,000
61
$798K 0.44%
4,970
-1,270
62
$795K 0.44%
+11,035
63
$790K 0.43%
6,381
+1,625
64
$760K 0.42%
966
-15
65
$752K 0.41%
2,408
+364
66
$751K 0.41%
1,474
-399
67
$747K 0.41%
18,440
+424
68
$719K 0.4%
12,752
-211
69
$716K 0.39%
8,107
+102
70
$715K 0.39%
24,704
+2,796
71
$692K 0.38%
16,789
+722
72
$687K 0.38%
19,367
-441
73
$682K 0.37%
4,237
-671
74
$679K 0.37%
37,252
+788
75
$653K 0.36%
3,229
-719