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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$957K 0.2%
13,381
+1,614
127
$952K 0.2%
+11,046
128
$951K 0.2%
15,567
+7,339
129
$943K 0.2%
+2,795
130
$941K 0.2%
+16,738
131
$927K 0.2%
6,120
+340
132
$921K 0.19%
+18,383
133
$903K 0.19%
6,536
+1,342
134
$882K 0.19%
21,408
+7,228
135
$878K 0.18%
10,546
+4,052
136
$877K 0.18%
+6,873
137
$872K 0.18%
+91,252
138
$866K 0.18%
70,944
+9,895
139
$864K 0.18%
+3,992
140
$849K 0.18%
11,656
+1,323
141
$843K 0.18%
+4,776
142
$828K 0.17%
13,345
-574
143
$828K 0.17%
5,438
+3,504
144
$801K 0.17%
+6,948
145
$795K 0.17%
13,588
-21,377
146
$793K 0.17%
32,279
+19,191
147
$784K 0.17%
3,492
+305
148
$771K 0.16%
+19,253
149
$769K 0.16%
11,405
+4,336
150
$748K 0.16%
+29,110
4 5
6
7 8