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
$230M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1 +$8.27M
2 +$2.52M
3 +$2.12M
4
PAAA icon
PGIM AAA CLO ETF
PAAA
+$1.79M
5
SH icon
ProShares Short S&P500
SH
+$1.35M

Top Sells

1 +$929K
2 +$789K
3 +$485K
4
NVDA icon
NVIDIA
NVDA
+$424K
5
NEM icon
Newmont
NEM
+$389K

Sector Composition

1 Technology 26.58%
2 Consumer Discretionary 5.58%
3 Communication Services 4.07%
4 Financials 3.4%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$728K 0.32%
16,857
-1,550
77
$726K 0.32%
6,008
-1,768
78
$724K 0.32%
1,374
-39
79
$718K 0.31%
7,464
-60
80
$713K 0.31%
1,409
+24
81
$693K 0.3%
2,893
-136
82
$674K 0.29%
10,625
-2,551
83
$673K 0.29%
13,559
-208
84
$662K 0.29%
16,555
+674
85
$659K 0.29%
24,624
-3,722
86
$655K 0.29%
7,782
-123
87
$650K 0.28%
67,550
+5,700
88
$648K 0.28%
14,850
+210
89
$633K 0.28%
3,231
+35
90
$628K 0.27%
4,445
91
$619K 0.27%
12,988
-769
92
$615K 0.27%
10,244
+150
93
$612K 0.27%
5,534
-102
94
$606K 0.26%
10,239
-193
95
$604K 0.26%
4,526
-38
96
$596K 0.26%
2,288
+10
97
$583K 0.25%
9,370
+400
98
$570K 0.25%
3,937
+289
99
$559K 0.24%
16,388
+168
100
$551K 0.24%
1,022
-26