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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1 +$28.8M
2 +$12.5M
3 +$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1 +$1.62M
2 +$1.54M
3 +$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.69M 0.27%
+63,189
102
$1.69M 0.27%
+33,685
103
$1.67M 0.27%
+65,240
104
$1.67M 0.27%
82,160
+2,280
105
$1.66M 0.26%
+87,990
106
$1.61M 0.26%
+31,451
107
$1.58M 0.25%
30,890
+1,589
108
$1.54M 0.25%
82,668
-41,047
109
$1.53M 0.24%
11,181
+491
110
$1.53M 0.24%
+10,389
111
$1.52M 0.24%
+31,575
112
$1.49M 0.24%
81,979
+745
113
$1.49M 0.24%
+17,760
114
$1.48M 0.24%
22,250
+2,370
115
$1.48M 0.24%
+12,747
116
$1.48M 0.24%
+13,806
117
$1.46M 0.23%
59,997
-16,074
118
$1.4M 0.22%
65,150
+11,293
119
$1.39M 0.22%
4,755
+501
120
$1.38M 0.22%
+2,123
121
$1.35M 0.22%
+11,041
122
$1.32M 0.21%
17,118
-97
123
$1.32M 0.21%
19,409
124
$1.29M 0.21%
6,414
-3,730
125
$1.28M 0.2%
5,519
-305