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
$179M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$963K
3
+$789K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$715K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$714K

Top Sells

1
+$15.6M
2
+$7.79M
3
+$7.43M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$548K 0.31%
3,002
-2,932
102
$538K 0.3%
16,345
103
$535K 0.3%
14,939
+1,267
104
$514K 0.29%
4,093
-1,346
105
$504K 0.28%
20,949
+6,323
106
$493K 0.28%
1,860
-141
107
$493K 0.28%
7,965
-2,980
108
$491K 0.27%
15,614
+6,644
109
$480K 0.27%
23,185
+4,159
110
$462K 0.26%
5,467
-2,895
111
$458K 0.26%
8,924
+1,593
112
$457K 0.26%
7,890
-599
113
$432K 0.24%
4,873
+1,928
114
$431K 0.24%
10,157
-200
115
$426K 0.24%
9,674
+926
116
$403K 0.22%
41,900
+21,050
117
$396K 0.22%
8,961
-1,186
118
$374K 0.21%
4,151
-326
119
$371K 0.21%
1,813
-24
120
$354K 0.2%
1,612
-18
121
$351K 0.2%
1,095
-635
122
$348K 0.19%
672
-381
123
$348K 0.19%
2,846
-6,033
124
$338K 0.19%
14,002
-1,034
125
$335K 0.19%
2,880
-9,425
3 4
5
6 7