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
$192M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$899K
3
+$505K
4
AAPL icon
Apple
AAPL
+$494K
5
AMZN icon
Amazon
AMZN
+$494K

Top Sells

1
+$1.14M
2
+$614K
3
+$261K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$238K
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$227K

Sector Composition

1 Technology 18.36%
2 Healthcare 7.64%
3 Communication Services 7.37%
4 Consumer Staples 6.14%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$248K 0.13%
7,599
+16
152
$246K 0.13%
+5,010
153
$245K 0.13%
6,980
+130
154
$242K 0.13%
+7,828
155
$241K 0.13%
1,612
-1,403
156
$239K 0.12%
+1,198
157
$231K 0.12%
+16,000
158
$229K 0.12%
+9,000
159
$227K 0.12%
1,659
-51
160
$225K 0.12%
+3,704
161
$222K 0.12%
+5,450
162
$218K 0.11%
+1,392
163
$217K 0.11%
1,457
-20
164
$217K 0.11%
+3,015
165
$211K 0.11%
+578
166
$207K 0.11%
+2,236
167
$206K 0.11%
+9,656
168
$203K 0.11%
+3,716
169
$203K 0.11%
12,730
-31
170
$201K 0.1%
+1,440
171
$144K 0.08%
65,925
+37,500
172
$130K 0.07%
+13,000
173
$121K 0.06%
+22,875
174
$105K 0.05%
+14,500
175
$104K 0.05%
119,629
+12,250
4 5 6
7
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