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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.41M
3 +$1.86M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$975K

Top Sells

1 +$4.85M
2 +$4.15M
3 +$2.6M
4
ED icon
Consolidated Edison
ED
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 14.54%
2 Industrials 6.93%
3 Healthcare 6.48%
4 Consumer Discretionary 5.75%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.61M 0.38%
17,047
-12,214
77
$1.6M 0.37%
24,000
+3,342
78
$1.59M 0.37%
5,608
+83
79
$1.58M 0.37%
10,049
+4,361
80
$1.56M 0.37%
6,651
+1,418
81
$1.52M 0.36%
19,017
-380
82
$1.52M 0.35%
15,337
-10,585
83
$1.49M 0.35%
5,780
+486
84
$1.43M 0.33%
101,718
-4,636
85
$1.41M 0.33%
62,186
-18,968
86
$1.4M 0.33%
80,202
+9,376
87
$1.4M 0.33%
8,382
+173
88
$1.38M 0.32%
11,162
-470
89
$1.32M 0.31%
25,933
-119
90
$1.31M 0.31%
29,925
-3,954
91
$1.3M 0.3%
27,204
+571
92
$1.27M 0.3%
51,687
93
$1.25M 0.29%
3,243
+19
94
$1.2M 0.28%
25,327
-3,455
95
$1.2M 0.28%
11,186
+812
96
$1.2M 0.28%
39,655
-23,105
97
$1.18M 0.28%
5,488
-164
98
$1.15M 0.27%
12,831
-13,091
99
$1.15M 0.27%
7,117
+712
100
$1.15M 0.27%
14,337
-17,419