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
$599M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.52M
3
+$2.23M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.84M

Top Sells

1
+$2.64M
2
+$1.69M
3
+$1.67M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.45M

Sector Composition

1 Technology 15.58%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.16M 0.19%
10,726
+211
127
$1.16M 0.19%
48,774
-11,223
128
$1.16M 0.19%
6,051
-363
129
$1.15M 0.19%
18,584
+7,019
130
$1.14M 0.19%
12,253
+843
131
$1.14M 0.19%
11,219
+188
132
$1.13M 0.19%
+26,325
133
$1.11M 0.19%
28,826
+14,380
134
$1.11M 0.19%
80,808
-1,171
135
$1.11M 0.19%
29,520
+2,264
136
$1.1M 0.18%
+2,660
137
$1.1M 0.18%
22,203
-9,372
138
$1.09M 0.18%
14,114
-730
139
$1.08M 0.18%
28,655
+1,368
140
$1.02M 0.17%
2,307
-88
141
$1.02M 0.17%
52,155
+8,589
142
$1.01M 0.17%
10,223
+965
143
$1.01M 0.17%
11,767
+2,647
144
$993K 0.17%
1,784
-339
145
$992K 0.17%
25,458
-4,353
146
$979K 0.16%
4,564
+2,409
147
$973K 0.16%
13,326
-2
148
$940K 0.16%
20,075
-3,868
149
$915K 0.15%
12,293
+1,571
150
$898K 0.15%
32,349
-447
4 5
6
7 8