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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.31M
3
+$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Top Sells

1
+$3.19M
2
+$2.35M
3
+$1.34M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.32M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$739K 0.16%
24,746
-8,270
152
$734K 0.16%
1,911
+22
153
$730K 0.16%
+21,415
154
$721K 0.15%
2,210
+218
155
$720K 0.15%
+18,593
156
$710K 0.15%
5,632
-10,601
157
$688K 0.15%
+20,349
158
$684K 0.15%
8,428
+369
159
$680K 0.15%
+10,065
160
$680K 0.15%
2,933
+13
161
$675K 0.14%
9,385
+165
162
$667K 0.14%
28,181
-1,061
163
$660K 0.14%
1,701
-5
164
$645K 0.14%
16,468
-775
165
$642K 0.14%
6,890
-67
166
$634K 0.14%
4,176
-50
167
$633K 0.14%
893
+41
168
$617K 0.13%
14,048
+5,683
169
$615K 0.13%
31,775
+942
170
$612K 0.13%
7,156
-77
171
$609K 0.13%
+5,719
172
$600K 0.13%
17,148
-1,169
173
$593K 0.13%
+14,127
174
$591K 0.13%
22,326
-1,155
175
$591K 0.13%
9,258
+70
5 6
7
8 9