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
$192M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$899K
3
+$505K
4
AAPL icon
Apple
AAPL
+$494K
5
AMZN icon
Amazon
AMZN
+$494K

Top Sells

1
+$1.14M
2
+$614K
3
+$261K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$238K
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$227K

Sector Composition

1 Technology 18.36%
2 Healthcare 7.64%
3 Communication Services 7.37%
4 Consumer Staples 6.14%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$314K 0.16%
+4,402
127
$312K 0.16%
7,945
-958
128
$312K 0.16%
13,470
+1,710
129
$308K 0.16%
+3,748
130
$304K 0.16%
9,783
+720
131
$302K 0.16%
+1,067
132
$302K 0.16%
8,678
+1,990
133
$297K 0.16%
1,758
+64
134
$296K 0.15%
+1,987
135
$288K 0.15%
3,615
+121
136
$284K 0.15%
1,494
137
$282K 0.15%
+16,550
138
$277K 0.14%
715
-6
139
$272K 0.14%
500
-1
140
$270K 0.14%
+5,674
141
$269K 0.14%
2,068
+49
142
$266K 0.14%
+2,036
143
$262K 0.14%
2,856
+620
144
$262K 0.14%
+575
145
$253K 0.13%
17,520
+139
146
$253K 0.13%
41,532
+13,935
147
$253K 0.13%
9,447
-1,210
148
$251K 0.13%
8,836
-281
149
$250K 0.13%
+1,139
150
$249K 0.13%
+965
4 5
6
7 8