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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$553K 0.12%
+38,755
177
$553K 0.12%
6,679
+433
178
$549K 0.12%
+3,485
179
$547K 0.12%
2,789
+1,303
180
$543K 0.11%
4,363
+51
181
$536K 0.11%
+8,915
182
$534K 0.11%
+5,833
183
$528K 0.11%
+8,922
184
$526K 0.11%
3,096
+772
185
$525K 0.11%
+18,652
186
$521K 0.11%
2,377
+388
187
$519K 0.11%
2,982
+181
188
$518K 0.11%
+12,959
189
$505K 0.11%
9,893
+395
190
$502K 0.11%
34,750
-7,250
191
$501K 0.11%
4,430
+1,860
192
$498K 0.1%
+2,287
193
$496K 0.1%
+5,158
194
$492K 0.1%
4,204
+1,218
195
$479K 0.1%
+5,138
196
$477K 0.1%
+8,495
197
$469K 0.1%
2,023
-34
198
$468K 0.1%
+22,791
199
$465K 0.1%
+4,002
200
$465K 0.1%
3,870
+1,318
6 7
8
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