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
$390M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1 +$3.78M
2 +$3.21M
3 +$3.09M
4
DHR icon
Danaher
DHR
+$2.08M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.74M

Top Sells

1 +$4.51M
2 +$2.19M
3 +$2.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.19M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$807K

Sector Composition

1 Technology 20.53%
2 Financials 7.92%
3 Communication Services 6.59%
4 Consumer Discretionary 5.35%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$871K 0.22%
+16,605
102
$871K 0.22%
2,264
+113
103
$857K 0.22%
4,562
-1,227
104
$850K 0.22%
+39,165
105
$845K 0.22%
16,621
-9,151
106
$831K 0.21%
10,410
+90
107
$821K 0.21%
1,345
-105
108
$781K 0.2%
9,425
-96
109
$780K 0.2%
10,442
-500
110
$772K 0.2%
3,218
+810
111
$745K 0.19%
14,728
+1,775
112
$744K 0.19%
14,047
+250
113
$743K 0.19%
20,848
+11,079
114
$742K 0.19%
9,993
-5,308
115
$740K 0.19%
5,460
-470
116
$737K 0.19%
14,692
-1,028
117
$728K 0.19%
46,571
+2,335
118
$713K 0.18%
15,483
-2,996
119
$707K 0.18%
45,557
+2,424
120
$703K 0.18%
10,613
-2,479
121
$701K 0.18%
7,879
-1,289
122
$689K 0.18%
12,519
+100
123
$682K 0.17%
10,682
-1,833
124
$678K 0.17%
11,152
-518
125
$670K 0.17%
3,741
-817