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
$599M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.52M
3
+$2.23M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.84M

Top Sells

1
+$2.64M
2
+$1.69M
3
+$1.67M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.45M

Sector Composition

1 Technology 15.58%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$892K 0.15%
37,966
+2,511
152
$855K 0.14%
7,121
+357
153
$854K 0.14%
7,649
-413
154
$852K 0.14%
10,409
-3,283
155
$849K 0.14%
5,553
-283
156
$806K 0.13%
21,525
+1,840
157
$801K 0.13%
10,261
-1,019
158
$800K 0.13%
2,253
+157
159
$798K 0.13%
4,923
+74
160
$778K 0.13%
16,111
+1,655
161
$768K 0.13%
9,862
+1,527
162
$767K 0.13%
9,910
+289
163
$764K 0.13%
8,137
-1,178
164
$760K 0.13%
34,910
-1,736
165
$759K 0.13%
+11,781
166
$756K 0.13%
+384,000
167
$744K 0.12%
+19,735
168
$725K 0.12%
3,699
+301
169
$723K 0.12%
4,628
170
$720K 0.12%
12,260
+1,459
171
$718K 0.12%
14,198
+1,230
172
$718K 0.12%
21,200
173
$718K 0.12%
15,561
+24
174
$710K 0.12%
20,767
+5,910
175
$705K 0.12%
5,352
-165
5 6
7
8 9