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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.41M
3
+$1.86M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$975K

Top Sells

1
+$4.85M
2
+$4.15M
3
+$2.6M
4
ED icon
Consolidated Edison
ED
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 14.54%
2 Industrials 6.93%
3 Healthcare 6.48%
4 Consumer Discretionary 5.75%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$663K 0.15%
6,957
-248
152
$655K 0.15%
29,242
-1,842
153
$654K 0.15%
+8,059
154
$644K 0.15%
1,706
-8
155
$640K 0.15%
5,667
+2,039
156
$638K 0.15%
+13,431
157
$632K 0.15%
30,833
-3,109
158
$623K 0.15%
17,243
+1,745
159
$607K 0.14%
32,829
+4,839
160
$588K 0.14%
14,487
+1,600
161
$584K 0.14%
18,544
+1,668
162
$578K 0.14%
4,777
-16
163
$578K 0.14%
28,507
+3,896
164
$571K 0.13%
4,226
-19
165
$554K 0.13%
9,188
-578
166
$541K 0.13%
23,481
167
$537K 0.13%
18,317
-395
168
$537K 0.13%
1,992
+298
169
$536K 0.13%
15,552
+2,114
170
$534K 0.12%
5,908
+86
171
$528K 0.12%
6,684
+1,738
172
$528K 0.12%
13,693
+1,221
173
$518K 0.12%
9,220
-1,477
174
$516K 0.12%
3,566
-299
175
$501K 0.12%
+8,681
5 6
7
8 9