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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$805K
3 +$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1 +$1.29M
2 +$1.12M
3 +$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.75M 0.34%
7,139
-179
77
$1.75M 0.34%
20,120
-260
78
$1.71M 0.34%
23,588
-3,947
79
$1.71M 0.33%
13,366
+1,430
80
$1.69M 0.33%
18,673
+385
81
$1.69M 0.33%
8,121
-466
82
$1.67M 0.33%
18,723
+963
83
$1.66M 0.32%
11,683
-139
84
$1.62M 0.32%
16,200
-978
85
$1.61M 0.31%
3,492
+126
86
$1.58M 0.31%
53,040
-730
87
$1.56M 0.31%
16,583
-735
88
$1.55M 0.3%
19,047
-618
89
$1.54M 0.3%
7,935
-213
90
$1.45M 0.28%
6,544
-759
91
$1.38M 0.27%
21,976
-1,116
92
$1.37M 0.27%
22,818
+8,019
93
$1.37M 0.27%
7,664
+1,833
94
$1.36M 0.27%
16,257
+1,067
95
$1.35M 0.26%
17,870
-1,076
96
$1.33M 0.26%
12,531
+49
97
$1.28M 0.25%
24,058
-79
98
$1.28M 0.25%
44,508
+4,107
99
$1.27M 0.25%
2,708
-1,247
100
$1.27M 0.25%
11,505
-1,261