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
$202M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.55M
3
+$2.24M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.27M
5
OZ icon
Belpointe PREP
OZ
+$1.1M

Top Sells

1
+$2.22M
2
+$2.1M
3
+$1.11M
4
LRCX icon
Lam Research
LRCX
+$415K
5
DELL icon
Dell
DELL
+$381K

Sector Composition

1 Technology 20.45%
2 Consumer Discretionary 5.14%
3 Communication Services 4.33%
4 Financials 2.97%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$247K 0.12%
3,497
-1,326
152
$247K 0.12%
8,748
+735
153
$245K 0.12%
+3,324
154
$239K 0.12%
1,378
+53
155
$234K 0.12%
2,513
-11,912
156
$232K 0.11%
7,999
-92
157
$222K 0.11%
671
-315
158
$220K 0.11%
+1,972
159
$211K 0.1%
8,618
-3,400
160
$209K 0.1%
+4,715
161
$209K 0.1%
4,498
162
$209K 0.1%
+438
163
$208K 0.1%
+3,575
164
$206K 0.1%
+233
165
$201K 0.1%
+1,656
166
$156K 0.08%
13,373
+464
167
$137K 0.07%
64,000
+10,000
168
$122K 0.06%
1,915
169
$115K 0.06%
10,229
170
$98K 0.05%
18,175
+1,300
171
$77.9K 0.04%
10,000
-15,280
172
$57K 0.03%
+2,026
173
$49.6K 0.02%
50,470
174
$44.9K 0.02%
18,316
175
$24.1K 0.01%
10,600
4 5 6
7
8