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
$390M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$3.78M
2 +$3.21M
3 +$3.09M
4
DHR icon
Danaher
DHR
+$2.08M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.74M

Top Sells

1 +$4.51M
2 +$2.19M
3 +$2.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.19M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$807K

Sector Composition

1 Technology 20.53%
2 Financials 7.92%
3 Communication Services 6.59%
4 Consumer Discretionary 5.35%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.56M 0.4%
24,879
-3,107
77
$1.51M 0.39%
29,301
-670
78
$1.5M 0.38%
10,624
+1,585
79
$1.33M 0.34%
5,824
-148
80
$1.3M 0.33%
19,409
81
$1.28M 0.33%
2,855
-66
82
$1.23M 0.31%
10,690
+1,801
83
$1.21M 0.31%
14,208
+8,064
84
$1.19M 0.31%
13,892
-565
85
$1.19M 0.3%
17,215
+1,328
86
$1.14M 0.29%
6,773
+3,528
87
$1.13M 0.29%
4,254
+852
88
$1.11M 0.29%
12,035
+453
89
$1.1M 0.28%
53,857
-1,331
90
$1.08M 0.28%
35,471
-4,777
91
$1M 0.26%
6,846
+1,153
92
$981K 0.25%
41,514
+636
93
$974K 0.25%
3,723
+622
94
$970K 0.25%
2,810
-384
95
$964K 0.25%
19,880
-1,740
96
$956K 0.25%
11,596
-718
97
$939K 0.24%
25,845
-2,998
98
$937K 0.24%
27,495
+14,473
99
$883K 0.23%
34,281
+2,722
100
$875K 0.22%
6,982
-309