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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1 +$4.29M
2 +$3.31M
3 +$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.28M 0.27%
15,476
+1,139
102
$1.24M 0.27%
25,862
+535
103
$1.22M 0.26%
13,639
+808
104
$1.18M 0.25%
13,898
105
$1.16M 0.25%
13,877
+2,901
106
$1.16M 0.25%
9,648
-1,538
107
$1.16M 0.25%
15,529
-8,471
108
$1.15M 0.25%
+14,038
109
$1.15M 0.25%
77,157
-996
110
$1.15M 0.25%
56,532
+1,162
111
$1.14M 0.24%
20,400
+500
112
$1.12M 0.24%
7,932
-1,009
113
$1.11M 0.24%
25,000
+3,049
114
$1.11M 0.24%
15,434
-1
115
$1.11M 0.24%
44,926
+755
116
$1.05M 0.23%
2,456
+410
117
$1.03M 0.22%
14,369
+243
118
$1.02M 0.22%
13,787
-993
119
$1.01M 0.22%
7,624
+1,788
120
$1M 0.21%
+19,409
121
$990K 0.21%
38,244
-2,358
122
$972K 0.21%
9,635
+167
123
$967K 0.21%
52,510
-2,073
124
$965K 0.21%
17,716
-43,226
125
$962K 0.21%
4,543
-945