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
$390M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.21M
3
+$3.09M
4
DHR icon
Danaher
DHR
+$2.08M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.74M

Top Sells

1
+$4.51M
2
+$2.19M
3
+$2.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.19M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$807K

Sector Composition

1 Technology 20.53%
2 Financials 7.92%
3 Communication Services 6.59%
4 Consumer Discretionary 5.35%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$668K 0.17%
5,315
+1,653
127
$653K 0.17%
21,200
-1,430
128
$640K 0.16%
14,407
-502
129
$625K 0.16%
6,405
+1,757
130
$622K 0.16%
12,957
-1,248
131
$606K 0.16%
39,206
-4,580
132
$602K 0.15%
1,778
+641
133
$602K 0.15%
28,310
+26
134
$599K 0.15%
17,069
-100
135
$595K 0.15%
4,017
-2,287
136
$592K 0.15%
13,224
+1,366
137
$588K 0.15%
23,143
+3,824
138
$586K 0.15%
3,384
+185
139
$582K 0.15%
8,956
-702
140
$574K 0.15%
2,723
-133
141
$559K 0.14%
27,486
+11
142
$557K 0.14%
13,097
+5,381
143
$557K 0.14%
6,749
-931
144
$556K 0.14%
663
+7
145
$538K 0.14%
11,648
+4,866
146
$526K 0.13%
5,561
+117
147
$522K 0.13%
3,964
-111
148
$519K 0.13%
51,983
+1,890
149
$519K 0.13%
5,928
+3,604
150
$516K 0.13%
8,355
-3,139
4 5
6
7 8