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
$303M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.44M
3
+$1.32M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.1M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$983K

Top Sells

1
+$22.5M
2
+$9.72M
3
+$9.59M
4
MSFT icon
Microsoft
MSFT
+$7.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.22M

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 6.51%
3 Financials 5.89%
4 Healthcare 5.36%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$480K 0.16%
4,753
152
$479K 0.16%
13,474
-3,708
153
$479K 0.16%
15,231
-1,849
154
$476K 0.16%
1,742
+101
155
$467K 0.15%
+15,071
156
$467K 0.15%
3,900
+1,350
157
$465K 0.15%
6,951
-378
158
$464K 0.15%
1,066
-95
159
$460K 0.15%
1,072
-1,029
160
$457K 0.15%
12,559
+900
161
$451K 0.15%
16,455
-28,053
162
$448K 0.15%
8,295
-745
163
$446K 0.15%
2,383
164
$437K 0.14%
16,179
+6,500
165
$435K 0.14%
4,877
-4,629
166
$434K 0.14%
28,884
-21,786
167
$434K 0.14%
13,072
-14,103
168
$412K 0.14%
1,008
-2,484
169
$404K 0.13%
+131
170
$403K 0.13%
2,534
-74
171
$399K 0.13%
6,411
-591
172
$396K 0.13%
4,492
-4,918
173
$387K 0.13%
+5,618
174
$386K 0.13%
2,240
-287
175
$386K 0.13%
2,553
-6,807
5 6
7
8 9