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
$192M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$899K
3
+$505K
4
AAPL icon
Apple
AAPL
+$494K
5
AMZN icon
Amazon
AMZN
+$494K

Top Sells

1
+$1.14M
2
+$614K
3
+$261K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$238K
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$227K

Sector Composition

1 Technology 18.36%
2 Healthcare 7.64%
3 Communication Services 7.37%
4 Consumer Staples 6.14%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$85K 0.04%
+10,500
177
$82K 0.04%
+3,983
178
$75K 0.04%
1,998
+168
179
$74K 0.04%
+2,181
180
$54K 0.03%
+10,000
181
$15K 0.01%
+13,800
182
$10K 0.01%
+933
183
– –
-120
184
– –
-10,195
185
– –
-2,489
186
– –
-3,490
187
– –
-6,004
4 5 6 7
8