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
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$962K 0.2%
9,825
+190
127
$936K 0.19%
4,582
+39
128
$932K 0.19%
18,972
-549
129
$932K 0.19%
4,389
+113
130
$918K 0.19%
14,799
+381
131
$903K 0.18%
49,320
+180
132
$894K 0.18%
2,260
-25
133
$893K 0.18%
21,937
-1,378
134
$885K 0.18%
13,189
-611
135
$875K 0.18%
9,072
+457
136
$866K 0.18%
6,965
-191
137
$864K 0.18%
20,202
+1,609
138
$853K 0.17%
5,785
-293
139
$847K 0.17%
9,349
-4,549
140
$846K 0.17%
10,490
-382
141
$844K 0.17%
21,996
+1,647
142
$837K 0.17%
37,023
-3,252
143
$831K 0.17%
7,536
-640
144
$830K 0.17%
8,363
-5,611
145
$822K 0.17%
8,457
+442
146
$822K 0.17%
23,647
-427
147
$816K 0.17%
2,296
+86
148
$815K 0.17%
5,617
-15
149
$800K 0.16%
24,401
-345
150
$800K 0.16%
32,344
-12,582
4 5
6
7 8