LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
+14.86%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$230M
AUM Growth
+$27.4M
(+14%)
Cap. Flow
+$18M
Cap. Flow
% of AUM
7.86%
Top 10 Holdings %
Top 10 Hldgs %
33.5%
Holding
194
New
17
Increased
67
Reduced
68
Closed
18
Top Buys
| 1 |
Palantir
PLTR
|
$8.27M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$2.52M |
| 3 |
Marvell Technology
MRVL
|
$2.12M |
| 4 |
PGIM AAA CLO ETF
PAAA
|
$1.79M |
| 5 |
ProShares Short S&P500
SH
|
$1.35M |
Top Sells
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$929K |
| 2 |
ProShares Short QQQ
PSQ
|
$789K |
| 3 |
Pacer US Cash Cows 100 ETF
COWZ
|
$485K |
| 4 |
NVIDIA
NVDA
|
$424K |
| 5 |
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% |
