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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.42M
3
+$4.49M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.33M
5
SCHV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$426K 0.27%
+2,031
102
$421K 0.27%
+71,480
103
$400K 0.25%
+7,971
104
$395K 0.25%
+3,960
105
$393K 0.25%
+2,073
106
$385K 0.24%
+18,100
107
$384K 0.24%
+1,932
108
$383K 0.24%
+6,924
109
$380K 0.24%
+1,651
110
$371K 0.23%
+12,549
111
$366K 0.23%
+8,100
112
$363K 0.23%
+5,951
113
$362K 0.23%
+6,742
114
$357K 0.23%
+1,678
115
$350K 0.22%
+37,677
116
$348K 0.22%
+2,711
117
$339K 0.21%
+1,874
118
$338K 0.21%
+7,573
119
$333K 0.21%
+15,928
120
$326K 0.21%
+2,343
121
$322K 0.2%
+2,583
122
$317K 0.2%
+13,884
123
$312K 0.2%
+2,886
124
$311K 0.2%
+16,681
125
$309K 0.2%
+5,778
3 4
5
6 7