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
$202M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$2.55M
3 +$2.24M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.27M
5
OZ icon
Belpointe PREP
OZ
+$1.1M

Top Sells

1 +$2.22M
2 +$2.1M
3 +$1.11M
4
LRCX icon
Lam Research
LRCX
+$415K
5
DELL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$736K 0.36%
39,105
+1,853
77
$734K 0.36%
2,278
-130
78
$731K 0.36%
4,120
-117
79
$713K 0.35%
15,881
-908
80
$698K 0.35%
1,413
+141
81
$691K 0.34%
18,407
-960
82
$688K 0.34%
13,767
+742
83
$666K 0.33%
14,640
+597
84
$662K 0.33%
7,524
+183
85
$661K 0.33%
4,445
86
$645K 0.32%
8,970
-432
87
$639K 0.32%
3,029
-200
88
$635K 0.31%
2,730
+125
89
$633K 0.31%
3,196
+122
90
$631K 0.31%
10,105
-87
91
$630K 0.31%
2,302
-8
92
$630K 0.31%
61,850
+12,950
93
$613K 0.3%
12,138
-977
94
$610K 0.3%
4,564
+102
95
$609K 0.3%
16,220
+666
96
$603K 0.3%
3,538
-32
97
$597K 0.3%
13,757
-437
98
$586K 0.29%
5,636
-359
99
$575K 0.28%
10,094
+361
100
$560K 0.28%
3,454
-334