LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
This Quarter Return
+6.64%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(+11%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
5.46%
Top 10 Holdings %
Top 10 Hldgs %
28.03%
Holding
188
New
16
Increased
72
Reduced
67
Closed
11
Top Buys
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
$2.58M |
| 2 |
PGIM AAA CLO ETF
PAAA
|
$2.55M |
| 3 |
Apple
AAPL
|
$2.24M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.27M |
| 5 |
Belpointe PREP
OZ
|
$1.1M |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.22M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.1M |
| 3 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$1.11M |
| 4 |
Lam Research
LRCX
|
$415K |
| 5 |
Dell
DELL
|
$381K |
Sector Composition
| 1 | Technology | 20.45% |
| 2 | Consumer Discretionary | 5.14% |
| 3 | Communication Services | 4.33% |
| 4 | Financials | 2.97% |
| 5 | Healthcare | 2.58% |
