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
$293M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.35M
3
+$2.25M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$2.03M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.95M

Top Sells

1
+$24.7M
2
+$12M
3
+$7.29M
4
HD icon
Home Depot
HD
+$5.74M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.74M

Sector Composition

1 Technology 16.47%
2 Communication Services 7.23%
3 Financials 7.02%
4 Consumer Discretionary 5.85%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$698K 0.24%
9,071
+68
102
$683K 0.23%
10,662
+5,620
103
$675K 0.23%
45,430
-57,756
104
$667K 0.23%
+19,169
105
$656K 0.22%
14,347
-19,288
106
$646K 0.22%
34,551
+408
107
$622K 0.21%
42,868
-60,327
108
$609K 0.21%
14,300
+3,834
109
$607K 0.21%
5,437
-1,511
110
$603K 0.21%
+12,550
111
$585K 0.2%
12,453
-2,547
112
$581K 0.2%
10,582
+2,087
113
$573K 0.2%
2,512
+135
114
$554K 0.19%
10,155
+262
115
$548K 0.19%
4,950
+520
116
$547K 0.19%
4,633
+429
117
$546K 0.19%
1,047
+188
118
$544K 0.19%
10,128
+1,206
119
$537K 0.18%
3,117
+220
120
$526K 0.18%
13,311
+2,929
121
$523K 0.18%
+22,461
122
$515K 0.18%
35,000
+20,900
123
$501K 0.17%
6,532
-197
124
$495K 0.17%
4,065
+63
125
$491K 0.17%
651
+100
3 4
5
6 7