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
$179M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$963K
3
+$789K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$715K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$714K

Top Sells

1
+$15.6M
2
+$7.79M
3
+$7.43M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.42M

Sector Composition

1 Technology 18.49%
2 Consumer Discretionary 5.09%
3 Communication Services 4.05%
4 Healthcare 3.09%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$704K 0.39%
4,450
-5,140
77
$677K 0.38%
2,425
-6,317
78
$674K 0.38%
16,067
-14,290
79
$672K 0.38%
5,119
-17,985
80
$670K 0.37%
7,303
+3,971
81
$664K 0.37%
2,204
-2,961
82
$662K 0.37%
36,464
+6,500
83
$647K 0.36%
16,558
+1,644
84
$643K 0.36%
10,470
+4
85
$642K 0.36%
4,073
-4,992
86
$632K 0.35%
21,908
+13,685
87
$631K 0.35%
12,735
+1,230
88
$629K 0.35%
3,878
-8,160
89
$628K 0.35%
4,756
-5,873
90
$613K 0.34%
1,272
-1,558
91
$597K 0.33%
2,208
-834
92
$593K 0.33%
9,698
-2,568
93
$588K 0.33%
7,173
94
$587K 0.33%
6,136
+1,911
95
$581K 0.32%
2,044
-3,911
96
$577K 0.32%
11,559
-18,222
97
$564K 0.31%
4,026
-683
98
$564K 0.31%
13,347
+1,273
99
$560K 0.31%
4,453
100
$559K 0.31%
12,356
+1,442
2 3
4
5 6