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
$202M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.55M
3
+$2.24M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.27M
5
OZ icon
Belpointe PREP
OZ
+$1.1M

Top Sells

1
+$2.22M
2
+$2.1M
3
+$1.11M
4
LRCX icon
Lam Research
LRCX
+$415K
5
DELL icon
Dell
DELL
+$381K

Sector Composition

1 Technology 20.45%
2 Consumer Discretionary 5.14%
3 Communication Services 4.33%
4 Financials 2.97%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$326K 0.16%
20,300
-600
127
$320K 0.16%
3,850
+252
128
$319K 0.16%
11,036
+467
129
$308K 0.15%
802
-71
130
$306K 0.15%
1,718
+100
131
$305K 0.15%
14,593
132
$300K 0.15%
3,962
133
$297K 0.15%
1,700
-201
134
$297K 0.15%
599
-67
135
$296K 0.15%
2,439
+294
136
$295K 0.15%
5,307
+570
137
$290K 0.14%
7,281
+650
138
$270K 0.13%
2,304
-544
139
$268K 0.13%
+138
140
$267K 0.13%
2,387
+289
141
$265K 0.13%
1,730
-10
142
$262K 0.13%
6,480
143
$259K 0.13%
4,199
-742
144
$256K 0.13%
2,666
145
$253K 0.13%
7,742
146
$252K 0.12%
+12,050
147
$252K 0.12%
+466
148
$251K 0.12%
895
-339
149
$249K 0.12%
11,200
150
$249K 0.12%
2,722
-691
4 5
6
7 8