LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
+10.42%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$158M
AUM Growth
–
Cap. Flow
+$158M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.28%
Holding
169
New
169
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$10.5M |
| 2 |
Adobe
ADBE
|
$7.42M |
| 3 |
Microsoft
MSFT
|
$4.49M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$3.33M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$3.23M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.02% |
| 2 | Communication Services | 9.26% |
| 3 | Healthcare | 8.94% |
| 4 | Financials | 6.93% |
| 5 | Consumer Staples | 5.08% |
