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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.42M
3
+$4.49M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.33M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.02%
2 Communication Services 9.26%
3 Healthcare 8.94%
4 Financials 6.93%
5 Consumer Staples 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$307K 0.19%
+5,321
127
$307K 0.19%
+4,994
128
$302K 0.19%
+3,784
129
$297K 0.19%
+7,485
130
$289K 0.18%
+2,106
131
$286K 0.18%
+3,030
132
$275K 0.17%
+5,593
133
$268K 0.17%
+1,575
134
$268K 0.17%
+1,605
135
$266K 0.17%
+1,802
136
$258K 0.16%
+704
137
$258K 0.16%
+1,347
138
$253K 0.16%
+2,228
139
$252K 0.16%
+2,435
140
$252K 0.16%
+501
141
$251K 0.16%
+4,577
142
$249K 0.16%
+1,749
143
$247K 0.16%
+1,985
144
$241K 0.15%
+1,221
145
$234K 0.15%
+2,566
146
$233K 0.15%
+1,323
147
$232K 0.15%
+4,608
148
$227K 0.14%
+1,365
149
$227K 0.14%
+2,236
150
$227K 0.14%
+1,185
3 4 5
6
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