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
$230M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$2.52M
3
+$2.12M
4
PAAA icon
PGIM AAA CLO ETF
PAAA
+$1.79M
5
SH icon
ProShares Short S&P500
SH
+$1.35M

Top Sells

1
+$929K
2
+$789K
3
+$485K
4
NVDA icon
NVIDIA
NVDA
+$424K
5
NEM icon
Newmont
NEM
+$389K

Sector Composition

1 Technology 26.58%
2 Consumer Discretionary 5.58%
3 Communication Services 4.07%
4 Financials 3.4%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$394K 0.17%
1,586
-132
127
$390K 0.17%
+1,347
128
$384K 0.17%
45,697
-4,773
129
$381K 0.17%
4,296
-988
130
$351K 0.15%
1,866
+51
131
$350K 0.15%
176
+38
132
$343K 0.15%
13,274
+8
133
$338K 0.15%
3,034
+368
134
$318K 0.14%
+3,570
135
$316K 0.14%
14,593
136
$315K 0.14%
920
+25
137
$313K 0.14%
8,207
-21
138
$309K 0.13%
539
-60
139
$304K 0.13%
+1,050
140
$301K 0.13%
11,336
+300
141
$298K 0.13%
1,730
142
$296K 0.13%
3,962
143
$285K 0.12%
1,444
+66
144
$282K 0.12%
7,399
+919
145
$275K 0.12%
+162
146
$275K 0.12%
3,503
-347
147
$274K 0.12%
2,274
-165
148
$267K 0.12%
12,175
+125
149
$265K 0.12%
7,742
150
$262K 0.11%
2,440
+136
4 5
6
7 8