LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$32.3M
1-Year Est. Return
40.05%
This Fund
S&P 500
1 Year Est. Return
+40.05%
AUM
$42M
AUM Growth
+$7.26M
(+21%)
Holding
67
Top Buys
| 1 | +$1.34M | |
| 2 | +$1M | |
| 3 | +$769K | |
| 4 |
iShare MSCI Eurozone ETF
EZU
|
+$668K |
| 5 |
Philip Morris
PM
|
+$338K |
Top Sells
| 1 | +$450K | |
| 2 | +$419K | |
| 3 | +$374K | |
| 4 |
NVIDIA
NVDA
|
+$354K |
| 5 |
Tesla
TSLA
|
+$345K |
Sector Composition
| 1 | Technology | 40.32% |
| 2 | Consumer Discretionary | 14.07% |
| 3 | Communication Services | 8.23% |
| 4 | Financials | 5.37% |
| 5 | Consumer Staples | 2.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Navitas Semiconductor
NVTS
$1.89B
| $161K | 0.38% |
22,316
|
|
||
52
Vuzix
VUZI
$204M
| $108K | 0.26% |
34,352
|
|
||
|
TE
53
T1 Energy Inc
TE
$1.43B
| $92.7K | 0.22% |
42,500
-2,000
|
|
||
54
AdvisorShares Pure US Cannabis ETF
MSOS
$800M
| $87.8K | 0.21% |
+18,335
|
|
||
|
NAAS
55
NaaS Technology Inc
NAAS
$20.8M
| $77.2K | 0.18% |
+20,915
|
|
||
56
Brilliant Earth
BRLT
$20.5M
| $65.2K | 0.16% |
31,500
-24,200
|
|
||
|
BITF
57
Bitfarms
BITF
$1.23B
| $35.5K | 0.08% |
12,600
|
|
||
58
Inspira Technologies Oxy
IINN
$26M
| $17.1K | 0.04% |
13,500
|
|
||
59
Ameren
AEE
$30.8B
| – | – |
-2,788
|
|
||
60
Ares Capital
ARCC
$13.5B
| – | – |
-10,325
|
|
||
61
Walt Disney
DIS
$180B
| – | – |
-1,788
|
|
||
62
iShares Bitcoin Trust
IBIT
$51.8B
| – | – |
-7,355
|
|
||
63
O'Reilly Automotive
ORLY
$79.3B
| – | – |
-2,385
|
|
||
64
Rivian
RIVN
$19.1B
| – | – |
-10,229
|
|
||
65
Republic Services
RSG
$71.3B
| – | – |
-884
|
|
||
66
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$3.98B
| – | – |
-6,790
|
|
||
67
Visa
V
$610B
| – | – |
-797
|
|