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
$388M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$5.21M
3 +$4.51M
4
AMGN icon
Amgen
AMGN
+$2.19M
5
BDX icon
Becton Dickinson
BDX
+$2.15M

Sector Composition

1 Technology 19.79%
2 Financials 7.99%
3 Communication Services 6.74%
4 Consumer Discretionary 5.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.34M 0.34%
55,188
+10,561
77
$1.32M 0.34%
40,248
-209
78
$1.31M 0.34%
25,772
+2,087
79
$1.3M 0.34%
9,039
+3,258
80
$1.25M 0.32%
19,409
81
$1.24M 0.32%
13,622
+524
82
$1.23M 0.32%
14,457
+79
83
$1.21M 0.31%
+3,194
84
$1.2M 0.31%
3,101
+154
85
$1.16M 0.3%
2,921
-65
86
$1.15M 0.3%
15,301
-1,471
87
$1.14M 0.29%
5,789
+1,215
88
$1.11M 0.29%
15,887
+2,213
89
$1.1M 0.28%
28,843
+3,353
90
$1.05M 0.27%
8,889
+3,452
91
$1.05M 0.27%
11,582
-334
92
$1.03M 0.27%
21,620
+1,300
93
$1.02M 0.26%
12,314
+846
94
$1.01M 0.26%
10,942
+5,707
95
$988K 0.25%
40,878
+4,954
96
$945K 0.24%
5,693
-181
97
$919K 0.24%
3,402
-97
98
$905K 0.23%
7,291
+2,658
99
$884K 0.23%
13,092
-1,718
100
$866K 0.22%
5,930
+980