LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
This Quarter Return
+4.91%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(+1.6%)
Cap. Flow
-$529K
Cap. Flow
% of AUM
-0.29%
Top 10 Holdings %
Top 10 Hldgs %
28.09%
Holding
189
New
17
Increased
56
Reduced
81
Closed
17
Top Buys
| 1 |
Palantir
PLTR
|
$933K |
| 2 |
Alibaba
BABA
|
$795K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$697K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$512K |
| 5 |
American Tower
AMT
|
$506K |
Top Sells
| 1 |
Apple
AAPL
|
$1.38M |
| 2 |
NVIDIA
NVDA
|
$1.11M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$670K |
| 4 |
Invesco QQQ Trust
QQQ
|
$499K |
| 5 |
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% |
