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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$805K
3
+$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1
+$1.29M
2
+$1.12M
3
+$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$950K 0.19%
49,503
+183
127
$945K 0.18%
4,477
+88
128
$937K 0.18%
2,101
+208
129
$924K 0.18%
9,429
-396
130
$912K 0.18%
9,317
-32
131
$892K 0.17%
21,808
-188
132
$878K 0.17%
4,529
-53
133
$877K 0.17%
37,047
+24
134
$874K 0.17%
19,242
-960
135
$850K 0.17%
9,506
+745
136
$844K 0.17%
9,410
+338
137
$839K 0.16%
8,412
+49
138
$833K 0.16%
33,460
+1,116
139
$832K 0.16%
5,309
-308
140
$830K 0.16%
2,177
-119
141
$827K 0.16%
19,764
-2,173
142
$824K 0.16%
16,284
-648
143
$821K 0.16%
9,486
+119
144
$819K 0.16%
9,888
-602
145
$813K 0.16%
5,716
-69
146
$811K 0.16%
8,308
-149
147
$808K 0.16%
50,670
+537
148
$803K 0.16%
23,854
-547
149
$795K 0.16%
10,365
-4,281
150
$781K 0.15%
34,346
-3,889
4 5
6
7 8