LWM

Laidlaw Wealth Management Portfolio holdings

AUM $32.3M
1-Year Est. Return 40.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.7M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$446K
2
+$412K
3
+$259K
4
RSG icon
Republic Services
RSG
+$218K
5
ORLY icon
O'Reilly Automotive
ORLY
+$217K

Top Sells

1
+$690K
2
+$634K
3
+$610K
4
MSFT icon
Microsoft
MSFT
+$473K
5
AVGO icon
Broadcom
AVGO
+$462K

Sector Composition

1 Technology 42.19%
2 Consumer Discretionary 14.57%
3 Communication Services 9.81%
4 Financials 9.25%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.5K 0.03%
13,500
52
$10.6K 0.03%
12,600
-2,520
53
– –
-10,409
54
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-6,262
55
– –
-781
56
– –
-1,297
57
– –
-3,303
58
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-2,595
59
– –
-1,915
60
– –
-1,352
61
– –
-1,362
62
– –
-13,198
63
– –
-19,748
64
– –
-5,421
1 2
3