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
$491M
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Sells

1 +$4.74M
2 +$4.74M
3 +$4.7M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$4.58M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$2.15M

Sector Composition

1 Technology 14.24%
2 Industrials 6.91%
3 Financials 5.89%
4 Healthcare 5.77%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.37M 0.28%
9,716
+215
102
$1.35M 0.28%
+28,004
103
$1.35M 0.28%
+28,083
104
$1.33M 0.27%
11,647
-2,163
105
$1.32M 0.27%
70,826
+1,125
106
$1.27M 0.26%
7,692
-1,003
107
$1.23M 0.25%
83,688
-3,027
108
$1.23M 0.25%
15,844
+5,435
109
$1.23M 0.25%
58,526
-26,284
110
$1.22M 0.25%
10,374
111
$1.21M 0.25%
33,399
-2,693
112
$1.19M 0.24%
5,233
+146
113
$1.17M 0.24%
6,405
+1,841
114
$1.17M 0.24%
+51,687
115
$1.16M 0.24%
13,898
116
$1.14M 0.23%
22,114
+642
117
$1.14M 0.23%
40,794
-228
118
$1.14M 0.23%
14,724
+2,471
119
$1.09M 0.22%
55,722
-3,418
120
$1.07M 0.22%
26,318
-382
121
$1.07M 0.22%
13,923
+597
122
$1.03M 0.21%
12,949
-8,216
123
$1.03M 0.21%
14,516
+8,921
124
$1.03M 0.21%
21,190
+70
125
$1M 0.2%
19,409