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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.31M 0.28%
35,560
+12,311
102
$1.31M 0.28%
+6,643
103
$1.3M 0.27%
26,956
+11,377
104
$1.27M 0.27%
41,786
+21,099
105
$1.26M 0.27%
+83,046
106
$1.22M 0.26%
+6,724
107
$1.21M 0.25%
+54,404
108
$1.2M 0.25%
16,146
109
$1.19M 0.25%
29,206
+11,894
110
$1.18M 0.25%
+9,996
111
$1.17M 0.25%
+14,684
112
$1.17M 0.25%
18,826
+3,023
113
$1.16M 0.24%
17,204
+7,805
114
$1.14M 0.24%
+71,879
115
$1.13M 0.24%
14,037
+2,264
116
$1.13M 0.24%
+20,442
117
$1.08M 0.23%
4,658
+737
118
$1.07M 0.22%
11,020
+4,640
119
$1.02M 0.22%
2,711
+282
120
$1.01M 0.21%
+15,089
121
$1M 0.21%
+4,858
122
$978K 0.21%
19,409
123
$973K 0.2%
14,251
+1,385
124
$972K 0.2%
80,231
-23,445
125
$966K 0.2%
+11,180
3 4
5
6 7