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
$390M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.21M
3
+$3.09M
4
DHR icon
Danaher
DHR
+$2.08M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.74M

Top Sells

1
+$4.51M
2
+$2.19M
3
+$2.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.19M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$807K

Sector Composition

1 Technology 20.53%
2 Financials 7.92%
3 Communication Services 6.59%
4 Consumer Discretionary 5.35%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$507K 0.13%
4,591
-447
152
$501K 0.13%
9,286
+908
153
$500K 0.13%
9,139
+344
154
$479K 0.12%
1,446
-108
155
$477K 0.12%
8,970
-5,693
156
$473K 0.12%
3,170
+20
157
$472K 0.12%
+17,691
158
$472K 0.12%
10,369
+2,344
159
$469K 0.12%
12,033
+5,688
160
$467K 0.12%
8,772
+161
161
$461K 0.12%
+6,996
162
$459K 0.12%
16,722
+661
163
$448K 0.11%
7,862
-230
164
$442K 0.11%
11,975
-2,000
165
$439K 0.11%
2,532
-573
166
$438K 0.11%
1,373
-18
167
$427K 0.11%
1,739
+43
168
$408K 0.1%
7,971
169
$404K 0.1%
4,100
+1,833
170
$402K 0.1%
17,576
+721
171
$390K 0.1%
46,624
+4,492
172
$382K 0.1%
7,253
+1,682
173
$373K 0.1%
+5,826
174
$356K 0.09%
8,050
175
$354K 0.09%
7,173
-64
5 6
7
8 9