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
$179M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$963K
3
+$789K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$715K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$714K

Top Sells

1
+$15.6M
2
+$7.79M
3
+$7.43M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.42M

Sector Composition

1 Technology 18.49%
2 Consumer Discretionary 5.09%
3 Communication Services 4.05%
4 Healthcare 3.09%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.14%
345
-1,824
152
$242K 0.14%
2,644
-4,874
153
$240K 0.13%
3,426
-1,621
154
$231K 0.13%
7,742
155
$225K 0.13%
1,378
-1,604
156
$221K 0.12%
475
-1,645
157
$212K 0.12%
+1,235
158
$210K 0.12%
2,153
-5,458
159
$210K 0.12%
+585
160
$209K 0.12%
3,468
-7,581
161
$205K 0.11%
+3,925
162
$205K 0.11%
2,248
-11,984
163
$201K 0.11%
11,200
164
$190K 0.11%
26,330
-1,040
165
$164K 0.09%
13,483
-1,100
166
$161K 0.09%
+54,000
167
$112K 0.06%
10,229
-34
168
$87.4K 0.05%
18,316
169
$86.6K 0.05%
42,470
+7,246
170
$41.6K 0.02%
+12,725
171
$25.2K 0.01%
10,600
172
$23.5K 0.01%
14,000
173
– –
-3,583
174
– –
-17,952
175
– –
-1,648
5 6
7
8 9