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
$303M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Sells

1 +$22.5M
2 +$9.72M
3 +$9.59M
4
MSFT icon
Microsoft
MSFT
+$7.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.22M

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 6.51%
3 Financials 5.89%
4 Healthcare 5.36%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$766K 0.25%
16,867
-2,375
102
$728K 0.24%
3,799
-678
103
$717K 0.24%
34,608
-17,244
104
$714K 0.24%
19,187
-2,621
105
$707K 0.23%
17,642
106
$706K 0.23%
2,591
-6,685
107
$704K 0.23%
7,606
-702
108
$692K 0.23%
11,868
-1,732
109
$691K 0.23%
+24,470
110
$682K 0.23%
8,684
-1,204
111
$679K 0.22%
14,149
-2,135
112
$676K 0.22%
1,792
-792
113
$669K 0.22%
21,704
114
$668K 0.22%
21,374
-2,480
115
$668K 0.22%
3,130
-188
116
$663K 0.22%
11,248
+7,752
117
$652K 0.22%
11,229
-4,181
118
$635K 0.21%
6,146
-28,782
119
$623K 0.21%
5,516
120
$622K 0.21%
3,052
-110,714
121
$619K 0.2%
1,108
-46
122
$618K 0.2%
25,794
-72,684
123
$608K 0.2%
6,889
-262
124
$595K 0.2%
4,339
-214
125
$593K 0.2%
3,604
-925