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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$28.8M
2 +$12.5M
3 +$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1 +$1.62M
2 +$1.54M
3 +$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.24M 0.36%
20,725
+1,746
77
$2.2M 0.35%
+26,736
78
$2.13M 0.34%
6,265
-139
79
$2.1M 0.34%
+35,530
80
$2.1M 0.33%
65,360
+9,380
81
$2.04M 0.33%
78,545
+7,655
82
$2.02M 0.32%
22,287
-71
83
$1.98M 0.32%
41,389
+5,080
84
$1.97M 0.31%
5,150
+175
85
$1.96M 0.31%
25,187
+1,703
86
$1.95M 0.31%
+19,525
87
$1.94M 0.31%
+16,919
88
$1.91M 0.31%
+16,345
89
$1.9M 0.3%
803,966
+11,345
90
$1.87M 0.3%
7,370
+163
91
$1.84M 0.29%
+8,196
92
$1.82M 0.29%
29,760
-1,388
93
$1.82M 0.29%
25,601
+807
94
$1.81M 0.29%
36,886
-416
95
$1.79M 0.29%
+20,950
96
$1.77M 0.28%
39,908
-2,097
97
$1.77M 0.28%
23,073
-2,686
98
$1.76M 0.28%
17,929
+45
99
$1.72M 0.28%
4,796
-503
100
$1.71M 0.27%
27,218
+2,339