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
$225M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.77M
3
+$1.35M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$878K

Top Sells

1
+$929K
2
+$845K
3
+$409K
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$387K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$368K

Sector Composition

1 Technology 17.77%
2 Consumer Staples 6.82%
3 Communication Services 6.68%
4 Healthcare 6.67%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$397K 0.18%
4,312
-90
127
$394K 0.18%
16,364
+2,894
128
$382K 0.17%
1,939
+181
129
$379K 0.17%
1,820
-220
130
$377K 0.17%
1,989
-13
131
$369K 0.16%
+1,810
132
$359K 0.16%
2,057
+70
133
$356K 0.16%
6,400
-51
134
$354K 0.16%
1,879
-199
135
$351K 0.16%
+13,700
136
$349K 0.16%
3,490
-1,038
137
$346K 0.15%
1,464
-30
138
$346K 0.15%
9,498
-285
139
$341K 0.15%
2,388
-91
140
$339K 0.15%
+11,897
141
$336K 0.15%
2,324
+256
142
$323K 0.14%
+2,100
143
$321K 0.14%
641
+66
144
$321K 0.14%
9,092
+414
145
$316K 0.14%
+4,958
146
$316K 0.14%
12,013
147
$314K 0.14%
4,927
+1,223
148
$310K 0.14%
2,986
+130
149
$307K 0.14%
+3,275
150
$307K 0.14%
997
-70
4 5
6
7 8