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
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$795K 0.16%
9,367
-314
152
$792K 0.16%
8,761
-4,878
153
$788K 0.16%
16,932
+464
154
$778K 0.16%
1,893
-18
155
$752K 0.15%
20,146
-2,417
156
$750K 0.15%
17,880
-1,529
157
$740K 0.15%
38,235
+2,798
158
$734K 0.15%
33,971
+2,284
159
$728K 0.15%
14,829
+5,267
160
$721K 0.15%
16,912
+1,443
161
$708K 0.14%
30,586
-5,085
162
$705K 0.14%
32,256
-5,886
163
$699K 0.14%
10,045
-4,324
164
$697K 0.14%
34,288
+3,249
165
$686K 0.14%
15,296
+1,248
166
$683K 0.14%
8,948
+2,789
167
$670K 0.14%
16,074
+1,549
168
$664K 0.14%
27,072
-1,109
169
$656K 0.13%
2,906
-27
170
$655K 0.13%
9,026
-232
171
$653K 0.13%
5,719
172
$649K 0.13%
14,767
+2,500
173
$646K 0.13%
18,960
-2,455
174
$645K 0.13%
14,269
+142
175
$642K 0.13%
4,171
-5
5 6
7
8 9