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
$182M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$933K
2 +$795K
3 +$697K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$512K
5
AMT icon
American Tower
AMT
+$506K

Top Sells

1 +$1.38M
2 +$1.11M
3 +$670K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$499K
5
BX icon
Blackstone
BX
+$418K

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 4.93%
3 Communication Services 4.5%
4 Healthcare 2.84%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$645K 0.35%
13,025
+290
77
$640K 0.35%
10,192
-278
78
$637K 0.35%
3,685
-104
79
$631K 0.35%
13,115
+601
80
$625K 0.34%
3,994
-79
81
$604K 0.33%
12,810
-147
82
$600K 0.33%
4,445
-970
83
$598K 0.33%
9,402
-296
84
$597K 0.33%
7,341
+168
85
$594K 0.33%
2,310
+106
86
$593K 0.33%
14,194
-2,364
87
$572K 0.31%
14,043
+696
88
$572K 0.31%
2,149
-59
89
$567K 0.31%
5,995
-141
90
$561K 0.31%
2,138
-287
91
$561K 0.31%
3,074
+72
92
$561K 0.31%
1,272
93
$554K 0.3%
3,788
-662
94
$546K 0.3%
15,554
+615
95
$544K 0.3%
11,452
-107
96
$533K 0.29%
4,462
+9
97
$528K 0.29%
9,733
+809
98
$517K 0.28%
3,137
-741
99
$512K 0.28%
+1,024
100
$506K 0.28%
+2,605