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
$42M
AUM Growth
+$7.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$1M
3
+$769K
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$668K
5
PM icon
Philip Morris
PM
+$338K

Top Sells

1
+$450K
2
+$419K
3
+$374K
4
NVDA icon
NVIDIA
NVDA
+$354K
5
TSLA icon
Tesla
TSLA
+$345K

Sector Composition

1 Technology 40.45%
2 Consumer Discretionary 14.07%
3 Communication Services 8.23%
4 Financials 5.29%
5 Consumer Staples 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$161K 0.38%
22,316
52
$108K 0.26%
34,352
53
$92.7K 0.22%
42,500
-2,000
54
$87.8K 0.21%
+18,335
55
$77.2K 0.18%
+20,915
56
$65.2K 0.16%
31,500
-24,200
57
$35.5K 0.08%
12,600
58
$17.1K 0.04%
13,500
59
– –
-2,788
60
– –
-10,325
61
– –
-1,788
62
– –
-7,355
63
– –
-2,385
64
– –
-10,229
65
– –
-884
66
– –
-6,790
67
– –
-797
1 2
3