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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$3.31M
3 +$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.73M 0.37%
78,690
-1,512
77
$1.7M 0.37%
17,090
-2,384
78
$1.69M 0.36%
8,818
+3,204
79
$1.68M 0.36%
11,939
+777
80
$1.65M 0.35%
18,939
+1,892
81
$1.64M 0.35%
101,932
+214
82
$1.6M 0.34%
33,851
-1,475
83
$1.6M 0.34%
17,767
-1,250
84
$1.58M 0.34%
34,481
-1,204
85
$1.56M 0.34%
12,996
-577
86
$1.56M 0.33%
3,204
-39
87
$1.56M 0.33%
5,832
+52
88
$1.55M 0.33%
+53,770
89
$1.52M 0.33%
20,239
-9,930
90
$1.52M 0.33%
26,205
+272
91
$1.49M 0.32%
12,767
-735
92
$1.44M 0.31%
28,137
-1,788
93
$1.44M 0.31%
7,166
-1,930
94
$1.4M 0.3%
5,931
-1,355
95
$1.38M 0.3%
13,974
-1,363
96
$1.37M 0.29%
60,098
-2,088
97
$1.34M 0.29%
25,655
-1,549
98
$1.32M 0.28%
39,912
+257
99
$1.3M 0.28%
21,183
+7,028
100
$1.28M 0.28%
3,509
+1,453