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
$388M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.21M
3
+$4.51M
4
AMGN icon
Amgen
AMGN
+$2.19M
5
BDX icon
Becton Dickinson
BDX
+$2.15M

Top Sells

1
+$994K
2
+$771K
3
+$593K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$587K
5
DMYD
dMY Technology Group, Inc. II
DMYD
+$515K

Sector Composition

1 Technology 19.79%
2 Financials 7.99%
3 Communication Services 6.74%
4 Consumer Discretionary 5.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$656K 0.17%
+4,610
127
$638K 0.16%
10,320
+192
128
$624K 0.16%
3,199
+82
129
$609K 0.16%
17,169
-2,000
130
$604K 0.16%
2,199
+7
131
$594K 0.15%
28,284
+3,542
132
$594K 0.15%
11,858
+1,703
133
$587K 0.15%
+2,408
134
$576K 0.15%
+2,275
135
$574K 0.15%
656
+5
136
$561K 0.14%
3,105
+439
137
$548K 0.14%
1,391
+41
138
$546K 0.14%
+8,795
139
$541K 0.14%
4,075
+10
140
$539K 0.14%
13,975
-325
141
$538K 0.14%
27,475
-7,076
142
$533K 0.14%
+6,144
143
$520K 0.13%
+9,769
144
$519K 0.13%
13,995
+766
145
$511K 0.13%
50,093
+7,247
146
$511K 0.13%
+5,444
147
$507K 0.13%
+9,890
148
$507K 0.13%
1,105
-7
149
$505K 0.13%
2,151
-520
150
$497K 0.13%
+3,245
4 5
6
7 8