LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
+9.61%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$179M
AUM Growth
-$96M
(-35%)
Cap. Flow
-$115M
Cap. Flow
% of AUM
-64.34%
Top 10 Holdings %
Top 10 Hldgs %
26.67%
Holding
248
New
13
Increased
38
Reduced
103
Closed
76
Top Buys
| 1 |
Palantir
PLTR
|
$1.08M |
| 2 |
FT Vest US Equity Buffer ETF February
FFEB
|
$963K |
| 3 |
ProShares Short QQQ
PSQ
|
$789K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$715K |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
$714K |
Top Sells
| 1 |
Apple
AAPL
|
$15.6M |
| 2 |
NVIDIA
NVDA
|
$7.79M |
| 3 |
Microsoft
MSFT
|
$7.43M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$4.33M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$3.42M |
Sector Composition
| 1 | Technology | 18.49% |
| 2 | Consumer Discretionary | 5.09% |
| 3 | Communication Services | 4.05% |
| 4 | Healthcare | 3.09% |
| 5 | Financials | 3% |
