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
$599M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$2.52M
3 +$2.23M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.84M

Top Sells

1 +$2.64M
2 +$1.69M
3 +$1.67M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.45M

Sector Composition

1 Technology 15.58%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.06M 0.34%
23,426
+1,139
77
$2.06M 0.34%
112,116
-7,896
78
$1.99M 0.33%
7,664
-505
79
$1.98M 0.33%
64,450
-910
80
$1.97M 0.33%
23,829
-5,931
81
$1.95M 0.33%
19,525
82
$1.95M 0.32%
20,558
-392
83
$1.91M 0.32%
27,835
+2,648
84
$1.88M 0.31%
30,853
+3,635
85
$1.87M 0.31%
5,678
+528
86
$1.87M 0.31%
19,693
+1,764
87
$1.86M 0.31%
7,714
-482
88
$1.86M 0.31%
78,945
+400
89
$1.85M 0.31%
8,695
+1,325
90
$1.82M 0.3%
13,799
+2,618
91
$1.81M 0.3%
16,757
-162
92
$1.76M 0.29%
36,092
-794
93
$1.75M 0.29%
26,273
+672
94
$1.72M 0.29%
13,810
-5,036
95
$1.71M 0.29%
11,587
+1,198
96
$1.71M 0.29%
41,473
+1,565
97
$1.7M 0.28%
23,033
-3,703
98
$1.69M 0.28%
32,671
-2,859
99
$1.64M 0.27%
4,596
-200
100
$1.6M 0.27%
8,244
-3,759