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
$275M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$751K
3 +$668K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$499K
5
MSFT icon
Microsoft
MSFT
+$438K

Top Sells

1 +$4.68M
2 +$2.84M
3 +$2.48M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.61M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.35M

Sector Composition

1 Technology 23.52%
2 Consumer Discretionary 7.2%
3 Financials 6.33%
4 Healthcare 6.01%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.08M 0.39%
12,265
-3,726
77
$1.07M 0.39%
6,543
+437
78
$1.06M 0.39%
24,103
-3,012
79
$1.02M 0.37%
+19,625
80
$1.01M 0.37%
13,964
+849
81
$1.01M 0.37%
5,934
-562
82
$1M 0.36%
17,832
-658
83
$991K 0.36%
7,276
+2,937
84
$954K 0.35%
1,959
-277
85
$954K 0.35%
17,153
-12,708
86
$938K 0.34%
3,599
-200
87
$871K 0.32%
2,120
-19
88
$868K 0.32%
17,642
89
$851K 0.31%
7,835
-185
90
$802K 0.29%
8,879
-5,273
91
$800K 0.29%
1,133
+25
92
$785K 0.29%
15,079
+3,211
93
$781K 0.28%
4,908
-401
94
$773K 0.28%
3,583
-21
95
$763K 0.28%
3,042
-2,080
96
$756K 0.27%
3,139
+9
97
$752K 0.27%
8,795
+111
98
$751K 0.27%
+30,650
99
$732K 0.27%
2,979
-73
100
$731K 0.27%
4,961
-140