LWM

Laidlaw Wealth Management Portfolio holdings

AUM $34.7M
1-Year Est. Return 44.33%
This Quarter Est. Return
1 Year Est. Return
+44.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.42M
3
+$4.49M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.33M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.02%
2 Communication Services 9.26%
3 Healthcare 8.94%
4 Financials 6.93%
5 Consumer Staples 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$698K 0.44%
+2,337
77
$696K 0.44%
+5,777
78
$657K 0.42%
+3,327
79
$640K 0.4%
+20,788
80
$626K 0.4%
+3,850
81
$614K 0.39%
+6,058
82
$610K 0.39%
+2,655
83
$597K 0.38%
+7,326
84
$582K 0.37%
+1,980
85
$564K 0.36%
+16,021
86
$559K 0.35%
+3,466
87
$546K 0.35%
+8,675
88
$543K 0.34%
+12,575
89
$532K 0.34%
+11,425
90
$526K 0.33%
+6,181
91
$519K 0.33%
+19,628
92
$512K 0.32%
+1,575
93
$507K 0.32%
+4,208
94
$503K 0.32%
+4,003
95
$483K 0.31%
+9,676
96
$478K 0.3%
+31,450
97
$475K 0.3%
+2,241
98
$474K 0.3%
+5,856
99
$431K 0.27%
+1,340
100
$429K 0.27%
+11,086
2 3
4
5 6