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
$182M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$795K
3
+$697K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$512K
5
AMT icon
American Tower
AMT
+$506K

Top Sells

1
+$1.38M
2
+$1.11M
3
+$670K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$499K
5
BX icon
Blackstone
BX
+$418K

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 4.93%
3 Communication Services 4.5%
4 Healthcare 2.84%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$327K 0.18%
873
127
$322K 0.18%
1,030
+24
128
$317K 0.17%
4,823
+14
129
$309K 0.17%
986
+6
130
$307K 0.17%
3,413
-738
131
$305K 0.17%
1,901
-2
132
$301K 0.17%
666
-133
133
$299K 0.16%
+14,593
134
$296K 0.16%
10,569
-734
135
$289K 0.16%
12,018
-1,984
136
$285K 0.16%
+6,250
137
$276K 0.15%
3,598
+252
138
$270K 0.15%
3,962
139
$269K 0.15%
6,480
140
$265K 0.15%
2,666
-180
141
$265K 0.15%
4,941
-21
142
$258K 0.14%
+3,823
143
$255K 0.14%
10,742
-1,510
144
$250K 0.14%
8,091
145
$249K 0.14%
4,737
-354
146
$240K 0.13%
+235
147
$233K 0.13%
9,256
-2,731
148
$230K 0.13%
+1,325
149
$230K 0.13%
7,742
150
$225K 0.12%
+6,631
4 5
6
7 8