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
$225M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.77M
3
+$1.35M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$878K

Top Sells

1
+$929K
2
+$845K
3
+$409K
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$387K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$368K

Sector Composition

1 Technology 17.77%
2 Consumer Staples 6.82%
3 Communication Services 6.68%
4 Healthcare 6.67%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$303K 0.13%
1,780
+388
152
$301K 0.13%
7,880
+900
153
$298K 0.13%
7,700
-245
154
$296K 0.13%
715
155
$295K 0.13%
5,857
+183
156
$294K 0.13%
2,196
+160
157
$292K 0.13%
518
+18
158
$291K 0.13%
3,555
-60
159
$289K 0.13%
1,748
+89
160
$287K 0.13%
+5,750
161
$285K 0.13%
1,174
+35
162
$283K 0.13%
42,532
+1,000
163
$283K 0.13%
13,088
-3,462
164
$281K 0.12%
20,159
+2,639
165
$281K 0.12%
1,962
-1,053
166
$277K 0.12%
18,395
-1,331
167
$266K 0.12%
+3,020
168
$263K 0.12%
2,570
-990
169
$261K 0.12%
8,818
-18
170
$260K 0.12%
9,613
+2,014
171
$260K 0.12%
+2,552
172
$259K 0.12%
+3,440
173
$257K 0.11%
1,198
174
$256K 0.11%
9,451
+4
175
$254K 0.11%
+1,082
5 6
7
8 9