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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$742K 0.16%
16,950
+1,340
152
$733K 0.15%
4,714
153
$711K 0.15%
43,169
+6,643
154
$709K 0.15%
+8,278
155
$685K 0.14%
22,630
156
$681K 0.14%
12,413
+3,491
157
$677K 0.14%
+22,146
158
$677K 0.14%
+9,003
159
$674K 0.14%
+7,367
160
$646K 0.14%
+8,649
161
$644K 0.14%
6,032
162
$638K 0.13%
+8,490
163
$631K 0.13%
12,680
+3,280
164
$623K 0.13%
15,000
+1,962
165
$617K 0.13%
20,946
+4,582
166
$612K 0.13%
2,225
+1,143
167
$606K 0.13%
1,708
+1,135
168
$601K 0.13%
4,257
+1,059
169
$597K 0.13%
+10,202
170
$597K 0.13%
8,187
+3,260
171
$584K 0.12%
17,385
+5,488
172
$577K 0.12%
34,143
+13,984
173
$575K 0.12%
4,321
+977
174
$575K 0.12%
+2,711
175
$567K 0.12%
8,040
+212
5 6
7
8 9