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
$158M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1 +$10.5M
2 +$7.42M
3 +$4.49M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$3.33M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.23M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.02%
2 Communication Services 9.26%
3 Healthcare 8.94%
4 Financials 6.93%
5 Consumer Staples 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$225K 0.14%
+7,570
152
$224K 0.14%
+2,415
153
$224K 0.14%
+10,426
154
$223K 0.14%
+689
155
$220K 0.14%
+3,406
156
$209K 0.13%
+537
157
$209K 0.13%
+1,579
158
$209K 0.13%
+949
159
$208K 0.13%
+3,466
160
$205K 0.13%
+3,737
161
$202K 0.13%
+1,478
162
$201K 0.13%
+6,370
163
$201K 0.13%
+2,289
164
$166K 0.1%
+11,295
165
$143K 0.09%
+10,750
166
$64K 0.04%
+10,195
167
$41K 0.03%
+30,225
168
$27K 0.02%
+29,853
169
$22K 0.01%
+84