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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.27M 0.2%
+9,481
127
$1.23M 0.2%
14,844
+636
128
$1.22M 0.2%
+10,515
129
$1.21M 0.19%
23,943
-11,228
130
$1.2M 0.19%
+13,692
131
$1.17M 0.19%
+22,689
132
$1.14M 0.18%
37,345
-20,002
133
$1.14M 0.18%
29,811
+2,316
134
$1.14M 0.18%
+11,031
135
$1.14M 0.18%
27,256
+1,411
136
$1.11M 0.18%
6,659
-114
137
$1.11M 0.18%
11,934
+1,524
138
$1.1M 0.18%
11,410
-625
139
$1.09M 0.17%
+27,287
140
$1.07M 0.17%
+5,836
141
$1.05M 0.17%
+5,081
142
$1.03M 0.16%
5,082
+520
143
$1.02M 0.16%
+18,638
144
$986K 0.16%
+8,477
145
$971K 0.16%
32,796
-2,675
146
$968K 0.15%
+30,770
147
$955K 0.15%
+16,845
148
$917K 0.15%
11,280
-316
149
$917K 0.15%
6,764
-3,860
150
$913K 0.15%
35,455
+1,174
4 5
6
7 8