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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$885K 0.14%
+9,315
152
$868K 0.14%
+5,517
153
$851K 0.14%
+43,566
154
$851K 0.14%
2,395
-415
155
$846K 0.14%
8,062
+1,657
156
$843K 0.13%
1,400
+55
157
$833K 0.13%
+4,849
158
$831K 0.13%
+13,328
159
$830K 0.13%
+4,628
160
$821K 0.13%
9,621
+196
161
$816K 0.13%
+3,478
162
$797K 0.13%
9,258
-4,634
163
$792K 0.13%
+10,064
164
$776K 0.12%
+8,335
165
$773K 0.12%
36,646
-4,868
166
$768K 0.12%
+15,537
167
$767K 0.12%
10,722
+40
168
$757K 0.12%
3,625
+241
169
$750K 0.12%
+6,077
170
$749K 0.12%
14,456
+49
171
$748K 0.12%
+10,663
172
$740K 0.12%
+19,685
173
$739K 0.12%
+8,904
174
$738K 0.12%
+38,262
175
$738K 0.12%
5,360
-100
5 6
7
8 9