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
$202M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$2.55M
3 +$2.24M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.27M
5
OZ icon
Belpointe PREP
OZ
+$1.1M

Top Sells

1 +$2.22M
2 +$2.1M
3 +$1.11M
4
LRCX icon
Lam Research
LRCX
+$415K
5
DELL icon
Dell
DELL
+$381K

Sector Composition

1 Technology 20.45%
2 Consumer Discretionary 5.14%
3 Communication Services 4.33%
4 Financials 2.97%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.24M 0.61%
13,191
-151
52
$1.22M 0.6%
12,522
+293
53
$1.16M 0.57%
1,631
+69
54
$1.16M 0.57%
18,426
+2,609
55
$1.15M 0.57%
10,864
-171
56
$1.15M 0.57%
6,742
-514
57
$1.15M 0.57%
12,693
+254
58
$1.11M 0.55%
12,616
-130
59
$1.1M 0.54%
25,286
+19,036
60
$1.1M 0.54%
+15,890
61
$1.08M 0.53%
22,226
-54
62
$1.06M 0.52%
6,368
+1,039
63
$1.05M 0.52%
6,091
+1,121
64
$975K 0.48%
16,642
65
$956K 0.47%
22,780
+9,970
66
$953K 0.47%
3,465
+1,327
67
$864K 0.43%
966
68
$823K 0.41%
7,248
+867
69
$811K 0.4%
28,346
+3,642
70
$810K 0.4%
1,385
-89
71
$805K 0.4%
6,350
72
$789K 0.39%
20,000
+1,560
73
$780K 0.39%
13,176
+424
74
$762K 0.38%
7,905
-202
75
$762K 0.38%
3,446
-239