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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.41M
3 +$1.86M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$975K

Top Sells

1 +$4.85M
2 +$4.15M
3 +$2.6M
4
ED icon
Consolidated Edison
ED
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 14.54%
2 Industrials 6.93%
3 Healthcare 6.48%
4 Consumer Discretionary 5.75%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.15M 0.27%
8,048
+2,193
102
$1.13M 0.26%
32,699
-700
103
$1.12M 0.26%
13,502
-913
104
$1.1M 0.26%
13,898
105
$1.1M 0.26%
15,435
+1,512
106
$1.09M 0.26%
78,153
-5,535
107
$1.09M 0.25%
44,171
-51,097
108
$1.09M 0.25%
14,780
-1,064
109
$1.06M 0.25%
8,941
-775
110
$1.05M 0.25%
40,602
-192
111
$1.05M 0.24%
55,370
-352
112
$1M 0.23%
12,274
+1,630
113
$990K 0.23%
15,114
+3,053
114
$967K 0.23%
21,951
-268
115
$964K 0.23%
5,614
+1,929
116
$961K 0.22%
14,126
-390
117
$943K 0.22%
16,838
+4,591
118
$942K 0.22%
33,016
+1,984
119
$904K 0.21%
8,620
-3,027
120
$896K 0.21%
9,020
+31
121
$883K 0.21%
19,900
-1,290
122
$851K 0.2%
14,155
+9,595
123
$851K 0.2%
43,647
-2,808
124
$841K 0.2%
10,976
+3,863
125
$839K 0.2%
5,836
-1,856