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
$179M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$963K
3
+$789K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$715K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$714K

Top Sells

1
+$15.6M
2
+$7.79M
3
+$7.43M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.42M

Sector Composition

1 Technology 18.49%
2 Consumer Discretionary 5.09%
3 Communication Services 4.05%
4 Healthcare 3.09%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$334K 0.19%
+1,050
127
$334K 0.19%
799
-2,594
128
$325K 0.18%
4,809
129
$321K 0.18%
20,400
+2,000
130
$320K 0.18%
1,006
+61
131
$320K 0.18%
1,755
-8,281
132
$316K 0.18%
+5,091
133
$314K 0.18%
11,303
-4,111
134
$310K 0.17%
1,903
135
$306K 0.17%
8,083
-8,187
136
$306K 0.17%
980
-2,159
137
$302K 0.17%
+12,252
138
$301K 0.17%
11,987
-2,827
139
$301K 0.17%
+2,635
140
$300K 0.17%
873
141
$294K 0.16%
+13,567
142
$294K 0.16%
703
-523
143
$292K 0.16%
1,218
144
$291K 0.16%
2,893
-738
145
$289K 0.16%
3,962
146
$278K 0.16%
6,480
147
$269K 0.15%
955
-3,664
148
$267K 0.15%
4,962
-1,843
149
$261K 0.15%
8,091
150
$256K 0.14%
3,346
+298
4 5
6
7 8