LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
+11.41%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$475M
AUM Growth
+$250M
(+111%)
Cap. Flow
+$230M
Cap. Flow
% of AUM
48.34%
Top 10 Holdings %
Top 10 Hldgs %
26.32%
Holding
361
New
156
Increased
149
Reduced
33
Closed
8
Top Buys
| 1 |
Union Pacific
UNP
|
$24.3M |
| 2 |
Apple
AAPL
|
$11.2M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$6.95M |
| 4 |
Microsoft
MSFT
|
$6.48M |
| 5 |
Amazon
AMZN
|
$5.78M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$1.77M |
| 2 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$1.25M |
| 3 |
Invesco Ultra Short Duration ETF
GSY
|
$1.21M |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
$942K |
| 5 |
SPDR S&P 400 Mid Cap Value ETF
MDYV
|
$761K |
Sector Composition
| 1 | Technology | 15.65% |
| 2 | Industrials | 7.52% |
| 3 | Financials | 5.98% |
| 4 | Consumer Discretionary | 5.94% |
| 5 | Communication Services | 5.9% |
