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
$491M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Sells

1 +$4.74M
2 +$4.74M
3 +$4.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.58M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.15M

Sector Composition

1 Technology 14.24%
2 Industrials 6.91%
3 Financials 5.89%
4 Healthcare 5.77%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.94M 0.4%
19,441
-84
77
$1.93M 0.39%
20,267
-291
78
$1.86M 0.38%
7,646
-68
79
$1.84M 0.38%
9,357
-1,738
80
$1.78M 0.36%
24,228
+802
81
$1.78M 0.36%
33,879
+1,208
82
$1.75M 0.36%
78,945
83
$1.74M 0.36%
5,525
+929
84
$1.67M 0.34%
106,354
-5,762
85
$1.66M 0.34%
19,397
-296
86
$1.63M 0.33%
7,264
-400
87
$1.55M 0.32%
57,980
-6,470
88
$1.53M 0.31%
11,632
+45
89
$1.49M 0.3%
20,658
+660
90
$1.49M 0.3%
26,052
-221
91
$1.49M 0.3%
3,918
-812
92
$1.47M 0.3%
14,415
-4,448
93
$1.47M 0.3%
5,294
-1,285
94
$1.47M 0.3%
27,088
-747
95
$1.45M 0.29%
5,652
+771
96
$1.43M 0.29%
8,209
-35
97
$1.42M 0.29%
26,633
+15,462
98
$1.42M 0.29%
18,571
+2,018
99
$1.4M 0.28%
28,782
-1,425
100
$1.39M 0.28%
3,224
+917