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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.41M
3
+$1.86M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$975K

Top Sells

1
+$4.85M
2
+$4.15M
3
+$2.6M
4
ED icon
Consolidated Edison
ED
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 14.54%
2 Industrials 6.93%
3 Healthcare 6.48%
4 Consumer Discretionary 5.75%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$837K 0.2%
54,583
-3,943
127
$829K 0.19%
19,176
-2,100
128
$811K 0.19%
24,769
-672
129
$808K 0.19%
40,062
-2,007
130
$807K 0.19%
5,436
-162
131
$801K 0.19%
18,233
-3,881
132
$775K 0.18%
9,468
+389
133
$770K 0.18%
8,276
+148
134
$762K 0.18%
23,622
-416
135
$760K 0.18%
7,233
-131
136
$748K 0.17%
8,689
+37
137
$746K 0.17%
46,839
-2,904
138
$738K 0.17%
10,845
-13,383
139
$717K 0.17%
8,812
-477
140
$691K 0.16%
80,309
-2,302
141
$683K 0.16%
20,793
-77
142
$683K 0.16%
2,046
+196
143
$682K 0.16%
10,776
+44
144
$677K 0.16%
1,889
-2,029
145
$671K 0.16%
15,477
+1,208
146
$671K 0.16%
2,920
-68
147
$667K 0.16%
8,033
+316
148
$665K 0.16%
2,056
+465
149
$665K 0.16%
81,845
-338
150
$665K 0.16%
16,091
+1,585
4 5
6
7 8