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
$388M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.21M
3
+$4.51M
4
AMGN icon
Amgen
AMGN
+$2.19M
5
BDX icon
Becton Dickinson
BDX
+$2.15M

Top Sells

1
+$994K
2
+$771K
3
+$593K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$587K
5
DMYD
dMY Technology Group, Inc. II
DMYD
+$515K

Sector Composition

1 Technology 19.79%
2 Financials 7.99%
3 Communication Services 6.74%
4 Consumer Discretionary 5.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$497K 0.13%
+19,319
152
$496K 0.13%
3,662
-4,381
153
$482K 0.12%
+38,700
154
$476K 0.12%
1,554
+9
155
$467K 0.12%
3,150
+338
156
$462K 0.12%
8,092
-29
157
$461K 0.12%
8,611
-144
158
$460K 0.12%
13,022
+216
159
$459K 0.12%
4,648
+251
160
$455K 0.12%
+30,635
161
$447K 0.12%
8,378
162
$444K 0.11%
16,061
+2,311
163
$434K 0.11%
32,743
-3,032
164
$434K 0.11%
3,551
+600
165
$426K 0.11%
1,696
+235
166
$423K 0.11%
13,500
+950
167
$420K 0.11%
16,855
+2,619
168
$413K 0.11%
7,971
169
$406K 0.1%
+4,327
170
$404K 0.1%
+21,500
171
$402K 0.1%
+4,473
172
$397K 0.1%
6,522
+872
173
$392K 0.1%
1,137
-62
174
$386K 0.1%
6,781
-870
175
$383K 0.1%
8,025
+588
5 6
7
8 9