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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.31M
3
+$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Top Sells

1
+$3.19M
2
+$2.35M
3
+$1.34M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.32M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$940K 0.2%
7,135
+2,834
127
$932K 0.2%
6,078
+4,587
128
$923K 0.2%
18,317
+84
129
$923K 0.2%
19,521
+345
130
$917K 0.2%
14,418
-2,420
131
$912K 0.2%
31,687
-20,000
132
$895K 0.19%
+13,628
133
$888K 0.19%
13,800
+3,024
134
$887K 0.19%
8,615
+339
135
$887K 0.19%
12,714
+440
136
$881K 0.19%
40,275
+213
137
$876K 0.19%
15,430
+5,995
138
$875K 0.19%
49,140
+2,301
139
$870K 0.19%
8,176
-444
140
$849K 0.18%
23,315
-9,384
141
$845K 0.18%
10,872
+27
142
$839K 0.18%
38,142
-5,505
143
$818K 0.18%
22,563
-1,059
144
$815K 0.17%
9,681
+869
145
$815K 0.17%
4,276
-501
146
$812K 0.17%
+2,285
147
$812K 0.17%
24,074
-695
148
$811K 0.17%
8,015
-18
149
$800K 0.17%
+35,671
150
$780K 0.17%
10,337
+4,578
4 5
6
7 8