LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
+8.85%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$225M
AUM Growth
+$33.6M
(+18%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
8.4%
Top 10 Holdings %
Top 10 Hldgs %
29.11%
Holding
218
New
36
Increased
91
Reduced
66
Closed
13
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$1.97M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.77M |
| 3 |
ASPU
ASPEN GROUP, INC.
ASPU
|
$1.35M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.2M |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
$878K |
Top Sells
| 1 |
Adobe
ADBE
|
$929K |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$845K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$409K |
| 4 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$387K |
| 5 |
Schwab International Equity ETF
SCHF
|
$368K |
Sector Composition
| 1 | Technology | 17.77% |
| 2 | Consumer Staples | 6.82% |
| 3 | Communication Services | 6.68% |
| 4 | Healthcare | 6.67% |
| 5 | Consumer Discretionary | 5.31% |
