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
$192M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$899K
3
+$505K
4
AAPL icon
Apple
AAPL
+$494K
5
AMZN icon
Amazon
AMZN
+$494K

Top Sells

1
+$1.14M
2
+$614K
3
+$261K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$238K
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$227K

Sector Composition

1 Technology 18.36%
2 Healthcare 7.64%
3 Communication Services 7.37%
4 Consumer Staples 6.14%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$505K 0.26%
6,050
-289
102
$469K 0.24%
9,400
+965
103
$465K 0.24%
6,635
+187
104
$458K 0.24%
+3,733
105
$457K 0.24%
6,655
+954
106
$453K 0.24%
4,528
-2,266
107
$450K 0.23%
3,370
-341
108
$422K 0.22%
7,376
+274
109
$410K 0.21%
2,074
+437
110
$406K 0.21%
7,971
111
$388K 0.2%
4,694
+683
112
$370K 0.19%
9,258
+1,950
113
$368K 0.19%
2,040
+30
114
$366K 0.19%
8,198
+1,168
115
$362K 0.19%
+6,691
116
$354K 0.18%
2,078
-34
117
$350K 0.18%
2,002
-94
118
$346K 0.18%
2,952
+62
119
$346K 0.18%
5,903
+814
120
$342K 0.18%
2,041
+270
121
$338K 0.18%
+3,560
122
$326K 0.17%
6,451
+560
123
$320K 0.17%
19,726
+3,378
124
$315K 0.16%
2,479
+98
125
$315K 0.16%
12,013
+2,050
3 4
5
6 7