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
$192M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$899K
3
+$505K
4
AAPL icon
Apple
AAPL
+$494K
5
AMZN icon
Amazon
AMZN
+$494K

Top Sells

1
+$1.14M
2
+$614K
3
+$261K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$238K
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$227K

Sector Composition

1 Technology 18.36%
2 Healthcare 7.64%
3 Communication Services 7.37%
4 Consumer Staples 6.14%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$742K 0.39%
19,409
-443
77
$711K 0.37%
1,963
+60
78
$698K 0.36%
5,192
-92
79
$677K 0.35%
9,182
+735
80
$675K 0.35%
6,879
+329
81
$670K 0.35%
14,977
-371
82
$657K 0.34%
21,181
+1,342
83
$653K 0.34%
10,595
-155
84
$645K 0.34%
3,494
+268
85
$644K 0.34%
2,126
+195
86
$644K 0.34%
13,523
-635
87
$620K 0.32%
56,450
+16,754
88
$615K 0.32%
22,685
+7,965
89
$598K 0.31%
1,931
+123
90
$578K 0.3%
4,526
+958
91
$575K 0.3%
3,434
-3,666
92
$575K 0.3%
4,675
-41
93
$575K 0.3%
5,742
+974
94
$566K 0.3%
3,246
+226
95
$560K 0.29%
4,714
-193
96
$554K 0.29%
34,772
+753
97
$549K 0.29%
17,390
+5,070
98
$547K 0.29%
42,000
+2,000
99
$539K 0.28%
22,693
+6,884
100
$509K 0.27%
5,700
+1,191
2 3
4
5 6