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
$225M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.77M
3
+$1.35M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.2M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$878K

Top Sells

1
+$929K
2
+$845K
3
+$409K
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$387K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$368K

Sector Composition

1 Technology 17.77%
2 Consumer Staples 6.82%
3 Communication Services 6.68%
4 Healthcare 6.67%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$251K 0.11%
+9,500
177
$251K 0.11%
+10,000
178
$250K 0.11%
+9,550
179
$240K 0.11%
714
-1,217
180
$236K 0.1%
+422
181
$231K 0.1%
4,450
-1,000
182
$231K 0.1%
2,368
-1,365
183
$228K 0.1%
+1,934
184
$225K 0.1%
+4,780
185
$223K 0.1%
+1,486
186
$220K 0.1%
573
-5
187
$211K 0.09%
2,236
188
$210K 0.09%
1,270
-170
189
$208K 0.09%
9,694
+38
190
$208K 0.09%
+1,542
191
$206K 0.09%
+1,897
192
$206K 0.09%
+4,250
193
$206K 0.09%
+2,603
194
$205K 0.09%
+2,444
195
$201K 0.09%
+6,522
196
$183K 0.08%
+19,000
197
$176K 0.08%
+15,770
198
$147K 0.07%
13,276
+546
199
$139K 0.06%
79,975
+14,050
200
$124K 0.06%
132,668
+13,039
5 6 7
8
9