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
$303M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Sells

1 +$22.5M
2 +$9.72M
3 +$9.59M
4
MSFT icon
Microsoft
MSFT
+$7.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.22M

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 6.51%
3 Financials 5.89%
4 Healthcare 5.36%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.21M 0.4%
2,386
-2,612
77
$1.2M 0.4%
5,122
-2,017
78
$1.19M 0.39%
21,220
-1,598
79
$1.17M 0.39%
2,966
-1,999
80
$1.16M 0.38%
21,369
81
$1.15M 0.38%
14,152
-4,571
82
$1.1M 0.36%
+27,115
83
$1.1M 0.36%
5,403
-113
84
$1.07M 0.35%
15,670
85
$1.01M 0.33%
6,496
+2,379
86
$995K 0.33%
18,666
-15,675
87
$983K 0.32%
+18,490
88
$969K 0.32%
2,180
-32
89
$872K 0.29%
25,119
-179,235
90
$860K 0.28%
13,115
-2,089
91
$857K 0.28%
6,106
-1,676
92
$847K 0.28%
14,121
-7,855
93
$844K 0.28%
2,236
+990
94
$820K 0.27%
7,742
+4,083
95
$817K 0.27%
5,243
-2,421
96
$809K 0.27%
5,865
-5,818
97
$796K 0.26%
2,139
-38
98
$778K 0.26%
5,309
99
$772K 0.26%
48,255
+1,534
100
$767K 0.25%
8,020
-3,485