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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$1.13M
2 +$805K
3 +$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1 +$1.29M
2 +$1.12M
3 +$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.27M 0.25%
26,297
+257
102
$1.26M 0.25%
14,712
+7,516
103
$1.22M 0.24%
68,282
-26,036
104
$1.19M 0.23%
5,572
-1,446
105
$1.17M 0.23%
25,864
+479
106
$1.17M 0.23%
5,516
-1,478
107
$1.15M 0.22%
29,205
+1,339
108
$1.14M 0.22%
20,064
+8,662
109
$1.14M 0.22%
51,852
-3,460
110
$1.13M 0.22%
+21,369
111
$1.11M 0.22%
14,973
-857
112
$1.09M 0.21%
9,360
-24
113
$1.08M 0.21%
4,690
-480
114
$1.07M 0.21%
15,670
115
$1.06M 0.21%
7,065
-497
116
$1.05M 0.2%
2,584
+32
117
$1.05M 0.2%
9,237
-389
118
$1.05M 0.2%
19,625
-229
119
$1.04M 0.2%
7,782
-81
120
$1.01M 0.2%
58,443
-14,517
121
$997K 0.2%
27,175
+1,329
122
$993K 0.19%
13,202
-222
123
$989K 0.19%
15,204
+7,392
124
$985K 0.19%
15,410
-105
125
$985K 0.19%
2,212
-48