LWM

Laidlaw Wealth Management Portfolio holdings

AUM $42M
1-Year Est. Return 57.01%
This Quarter Est. Return
1 Year Est. Return
+57.01%
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
+$310K
2
+$286K
3
+$241K
4
TDG icon
TransDigm Group
TDG
+$217K
5
AFL icon
Aflac
AFL
+$211K

Top Sells

1
+$66M
2
+$21.9M
3
+$5.69M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.67M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$5.54M

Sector Composition

1 Technology 40.28%
2 Consumer Discretionary 15.87%
3 Financials 11.63%
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
– –
-2,531
57
– –
-1,816
58
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-620
59
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-2,288
60
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-16,857
61
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-1,730
62
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-22,444
63
– –
-10,135
64
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-22,570
65
– –
-1,409
66
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-10,244
67
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-4,296
68
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-3,231
69
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-7,342
70
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-13,056
71
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-10,625
72
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-47,764
73
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-3,962
74
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-14,390
75
– –
-11,963
1 2
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4 5