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
$388M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$5.21M
3 +$4.51M
4
AMGN icon
Amgen
AMGN
+$2.19M
5
BDX icon
Becton Dickinson
BDX
+$2.15M

Sector Composition

1 Technology 19.79%
2 Financials 7.99%
3 Communication Services 6.74%
4 Consumer Discretionary 5.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$855K 0.22%
18,479
+4,132
102
$832K 0.21%
4,558
+219
103
$826K 0.21%
+31,559
104
$807K 0.21%
+16,925
105
$796K 0.21%
9,521
+450
106
$791K 0.2%
12,515
+1,853
107
$787K 0.2%
13,797
-8,955
108
$784K 0.2%
15,720
+3,267
109
$782K 0.2%
9,168
+423
110
$779K 0.2%
14,663
+123
111
$770K 0.2%
11,494
+113
112
$766K 0.2%
1,450
+403
113
$750K 0.19%
43,786
-2,760
114
$729K 0.19%
22,630
115
$708K 0.18%
11,670
+3,327
116
$706K 0.18%
44,236
-1,194
117
$701K 0.18%
9,658
+2,556
118
$685K 0.18%
43,133
+265
119
$684K 0.18%
12,419
+1,837
120
$677K 0.17%
14,205
+3,710
121
$675K 0.17%
7,680
+1,148
122
$668K 0.17%
2,856
+344
123
$661K 0.17%
14,909
+1,598
124
$659K 0.17%
5,038
-1,200
125
$659K 0.17%
12,953
-3,846