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
$599M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$2.52M
3 +$2.23M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.84M

Top Sells

1 +$2.64M
2 +$1.69M
3 +$1.67M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.45M

Sector Composition

1 Technology 15.58%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.59M 0.27%
69,701
+4,551
102
$1.55M 0.26%
5,087
-1,178
103
$1.54M 0.26%
86,715
-1,275
104
$1.52M 0.25%
19,998
+2,880
105
$1.51M 0.25%
84,810
+2,142
106
$1.51M 0.25%
16,553
+208
107
$1.49M 0.25%
30,207
-683
108
$1.4M 0.23%
13,898
+92
109
$1.4M 0.23%
59,140
-6,100
110
$1.4M 0.23%
36,420
+27,575
111
$1.37M 0.23%
21,472
+4,627
112
$1.33M 0.22%
21,120
-1,130
113
$1.33M 0.22%
10,374
-667
114
$1.29M 0.21%
20,308
-41,763
115
$1.28M 0.21%
26,700
-4,751
116
$1.25M 0.21%
5,915
+396
117
$1.25M 0.21%
12,078
+144
118
$1.25M 0.21%
41,022
+10,252
119
$1.24M 0.21%
19,409
120
$1.24M 0.21%
9,501
+20
121
$1.23M 0.2%
4,881
+126
122
$1.21M 0.2%
47,715
-15,474
123
$1.2M 0.2%
24,155
+1,466
124
$1.18M 0.2%
6,891
+232
125
$1.18M 0.2%
10,167
-2,505