LWM

Laidlaw Wealth Management Portfolio holdings

AUM $28.8M
1-Year Est. Return 37.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.6M
AUM Growth
-$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$284K
2
+$282K
3
+$257K
4
TDG icon
TransDigm Group
TDG
+$209K
5
AFL icon
Aflac
AFL
+$202K

Top Sells

1
+$60.2M
2
+$22.8M
3
+$5.69M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.67M
5
AAPL icon
Apple
AAPL
+$5.65M

Sector Composition

1 Technology 40.34%
2 Consumer Discretionary 15.87%
3 Financials 11.59%
4 Communication Services 9.38%
5 Consumer Staples 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$37.5K 0.11%
18,316
52
$21.1K 0.06%
1,915
53
$11.9K 0.04%
+15,120
54
$9.03K 0.03%
13,500
55
$273 ﹤0.01%
19,748
56
– –
-57,175
57
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-5,405
58
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-18,175
59
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-6,008
60
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-1,816
61
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-620
62
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63
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64
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65
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66
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67
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68
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69
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70
– –
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71
– –
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72
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73
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74
– –
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75
– –
-3,816
1 2
3
4 5