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
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.26%
26,040
+178
102
$1.26M 0.26%
15,190
-286
103
$1.25M 0.26%
14,646
+769
104
$1.21M 0.25%
12,482
-1,556
105
$1.19M 0.24%
11,936
-778
106
$1.18M 0.24%
15,830
+301
107
$1.16M 0.24%
72,960
-4,197
108
$1.16M 0.24%
55,312
-1,220
109
$1.16M 0.24%
40,401
+489
110
$1.15M 0.23%
25,385
+385
111
$1.13M 0.23%
5,831
+4,020
112
$1.13M 0.23%
9,626
-22
113
$1.12M 0.23%
5,170
-1,996
114
$1.09M 0.22%
7,562
+4,000
115
$1.09M 0.22%
19,854
+1,537
116
$1.08M 0.22%
27,866
+14,726
117
$1.08M 0.22%
15,515
+81
118
$1.05M 0.22%
25,846
-2,291
119
$1.05M 0.22%
2,552
+96
120
$1.03M 0.21%
7,863
-69
121
$1.03M 0.21%
13,424
-363
122
$1M 0.2%
15,670
-2,046
123
$984K 0.2%
13,763
+135
124
$979K 0.2%
36,540
-1,704
125
$965K 0.2%
50,133
-2,377
3 4
5
6 7