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
$202M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1 +$2.58M
2 +$2.55M
3 +$2.24M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.27M
5
OZ icon
Belpointe PREP
OZ
+$1.1M

Top Sells

1 +$2.22M
2 +$2.1M
3 +$1.11M
4
LRCX icon
Lam Research
LRCX
+$415K
5
DELL icon
Dell
DELL
+$381K

Sector Composition

1 Technology 20.45%
2 Consumer Discretionary 5.14%
3 Communication Services 4.33%
4 Financials 2.97%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$556K 0.27%
2,949
+45
102
$555K 0.27%
10,432
-1,020
103
$553K 0.27%
1,048
+24
104
$552K 0.27%
1,362
-11
105
$547K 0.27%
1,937
-212
106
$541K 0.27%
5,299
-168
107
$541K 0.27%
22,207
-930
108
$540K 0.27%
16,992
+1,326
109
$537K 0.27%
3,648
-346
110
$534K 0.26%
10,238
+226
111
$529K 0.26%
16,345
112
$522K 0.26%
3,816
-808
113
$519K 0.26%
11,855
+1,016
114
$516K 0.26%
7,933
-32
115
$501K 0.25%
20,345
-538
116
$482K 0.24%
5,284
-24,265
117
$441K 0.22%
2,546
-591
118
$435K 0.22%
7,958
-472
119
$389K 0.19%
8,228
-150
120
$389K 0.19%
+7,275
121
$387K 0.19%
1,031
+147
122
$384K 0.19%
1,815
+16
123
$371K 0.18%
1,089
+59
124
$342K 0.17%
13,266
+2,524
125
$327K 0.16%
703