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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$805K
3
+$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1
+$1.29M
2
+$1.12M
3
+$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$753K 0.15%
7,001
-535
152
$752K 0.15%
15,973
+677
153
$740K 0.14%
16,206
-706
154
$729K 0.14%
18,649
-1,497
155
$724K 0.14%
17,642
-238
156
$716K 0.14%
46,721
-23,691
157
$702K 0.14%
22,326
158
$697K 0.14%
2,831
-75
159
$690K 0.13%
8,960
-66
160
$689K 0.13%
+12,155
161
$685K 0.13%
17,080
+2,825
162
$684K 0.13%
26,104
-10,436
163
$682K 0.13%
33,971
164
$680K 0.13%
33,172
-1,116
165
$677K 0.13%
19,635
-4,012
166
$677K 0.13%
21,704
167
$677K 0.13%
4,128
-5,862
168
$676K 0.13%
9,630
-415
169
$676K 0.13%
14,125
+4,934
170
$670K 0.13%
15,695
-379
171
$669K 0.13%
4,117
-54
172
$668K 0.13%
13,600
-1,229
173
$667K 0.13%
3,318
+7
174
$663K 0.13%
5,516
-203
175
$662K 0.13%
14,425
-342
5 6
7
8 9