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
$225M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.77M
3
+$1.35M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$878K

Top Sells

1
+$929K
2
+$845K
3
+$409K
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$387K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$368K

Sector Composition

1 Technology 17.77%
2 Consumer Staples 6.82%
3 Communication Services 6.68%
4 Healthcare 6.67%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$862K 0.38%
2,429
+303
77
$856K 0.38%
10,817
+1,635
78
$810K 0.36%
23,249
+2,068
79
$795K 0.35%
5,411
+885
80
$783K 0.35%
5,780
-282
81
$772K 0.34%
11,773
-449
82
$770K 0.34%
3,187
-20
83
$762K 0.34%
3,473
-21
84
$751K 0.33%
12,866
-2,038
85
$751K 0.33%
7,116
+1,374
86
$745K 0.33%
9,680
+3,025
87
$735K 0.33%
13,919
+396
88
$728K 0.32%
19,409
89
$700K 0.31%
5,194
+2
90
$695K 0.31%
7,940
+269
91
$677K 0.3%
11,767
+1,172
92
$649K 0.29%
+15,579
93
$647K 0.29%
22,630
-55
94
$641K 0.28%
3,251
+5
95
$640K 0.28%
3,611
+177
96
$636K 0.28%
4,714
97
$630K 0.28%
61,049
+4,599
98
$604K 0.27%
10,333
+2,957
99
$586K 0.26%
+6,380
100
$575K 0.26%
+17,312
2 3
4
5 6