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
$303M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.44M
3
+$1.32M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.1M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$983K

Top Sells

1
+$22.5M
2
+$9.72M
3
+$9.59M
4
MSFT icon
Microsoft
MSFT
+$7.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.22M

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 6.51%
3 Financials 5.89%
4 Healthcare 5.36%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$588K 0.19%
29,489
-4,857
127
$587K 0.19%
2,336
-495
128
$580K 0.19%
14,325
-1,881
129
$566K 0.19%
+11,498
130
$560K 0.19%
7,775
-1,654
131
$558K 0.18%
14,929
132
$551K 0.18%
29,539
-3,633
133
$537K 0.18%
17,676
-4,650
134
$533K 0.18%
13,630
-2,065
135
$524K 0.17%
5,101
-18
136
$521K 0.17%
12,063
+3,872
137
$516K 0.17%
23,407
+6,995
138
$510K 0.17%
1,299
-11,158
139
$509K 0.17%
9,865
-9,760
140
$507K 0.17%
1,187
-8,665
141
$503K 0.17%
6,160
-8,552
142
$502K 0.17%
7,295
-7,678
143
$501K 0.17%
+29,726
144
$499K 0.17%
16,615
-1,950
145
$495K 0.16%
13,500
+5,550
146
$494K 0.16%
+13,208
147
$494K 0.16%
3,158
-970
148
$493K 0.16%
+6,303
149
$488K 0.16%
23,987
-2,168
150
$484K 0.16%
3,413
-3,652
4 5
6
7 8