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
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.75M 0.36%
7,318
-1,114
77
$1.72M 0.35%
17,178
+88
78
$1.65M 0.34%
5,776
-56
79
$1.64M 0.34%
8,587
+66
80
$1.64M 0.34%
94,318
-7,614
81
$1.63M 0.33%
11,822
-117
82
$1.63M 0.33%
27,205
-50
83
$1.62M 0.33%
17,591
+11,483
84
$1.59M 0.32%
3,366
+162
85
$1.59M 0.32%
19,161
-18,799
86
$1.58M 0.32%
17,318
-449
87
$1.58M 0.32%
8,148
-670
88
$1.57M 0.32%
53,770
89
$1.57M 0.32%
7,018
+1,087
90
$1.57M 0.32%
12,766
-1
91
$1.54M 0.32%
9,990
+2,855
92
$1.53M 0.31%
19,665
-9,362
93
$1.45M 0.3%
18,946
-1,293
94
$1.43M 0.29%
23,092
-3,113
95
$1.4M 0.29%
6,994
-630
96
$1.39M 0.28%
59,202
-896
97
$1.36M 0.28%
3,955
+446
98
$1.31M 0.27%
24,137
-1,518
99
$1.31M 0.27%
20,380
-20
100
$1.27M 0.26%
9,384
+7,368
2 3
4
5 6