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
$182M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1 +$933K
2 +$795K
3 +$697K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$512K
5
AMT icon
American Tower
AMT
+$506K

Top Sells

1 +$1.38M
2 +$1.11M
3 +$670K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$499K
5
BX icon
Blackstone
BX
+$418K

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 4.93%
3 Communication Services 4.5%
4 Healthcare 2.84%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$504K 0.28%
3,570
-523
102
$500K 0.27%
16,345
103
$495K 0.27%
23,137
-48
104
$488K 0.27%
7,965
105
$483K 0.27%
20,883
-66
106
$480K 0.26%
5,467
107
$473K 0.26%
1,234
+139
108
$473K 0.26%
1,373
-511
109
$473K 0.26%
4,624
-249
110
$462K 0.25%
2,904
-1,122
111
$461K 0.25%
10,012
+338
112
$459K 0.25%
10,839
-1,517
113
$455K 0.25%
48,900
+7,000
114
$447K 0.25%
8,430
+540
115
$447K 0.25%
15,666
+52
116
$415K 0.23%
+3,900
117
$381K 0.21%
2,764
+129
118
$378K 0.21%
8,378
-1,779
119
$364K 0.2%
672
120
$360K 0.2%
1,618
-242
121
$347K 0.19%
1,799
-14
122
$339K 0.19%
20,900
+500
123
$337K 0.19%
884
-166
124
$330K 0.18%
703
125
$328K 0.18%
2,848
-32