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
$293M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$3.35M
3
+$2.25M
4
VRIG icon
Invesco Variable Rate Investment Grade ETF
VRIG
+$2.03M
5
FTSD icon
Franklin Short Duration US Government ETF
FTSD
+$1.95M

Top Sells

1
+$24.7M
2
+$12M
3
+$7.29M
4
HD icon
Home Depot
HD
+$5.74M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.74M

Sector Composition

1 Technology 16.47%
2 Communication Services 7.23%
3 Financials 7.02%
4 Consumer Discretionary 5.85%
5 Healthcare 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$267K 0.09%
1,461
+106
177
$267K 0.09%
7,273
-327
178
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15,450
-1,950
179
$259K 0.09%
2,784
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180
$255K 0.09%
4,503
181
$253K 0.09%
+1,168
182
$251K 0.09%
9,500
183
$250K 0.09%
9,550
184
$249K 0.09%
10,000
185
$243K 0.08%
510
-113
186
$240K 0.08%
15,434
+5,000
187
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10,000
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188
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3,374
-373
189
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+1,072
190
$234K 0.08%
3,026
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191
$233K 0.08%
3,580
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193
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194
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2,619
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195
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4,460
196
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+1,427
197
$218K 0.07%
2,496
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198
$218K 0.07%
2,947
-1,278
199
$217K 0.07%
+1,076
200
$212K 0.07%
5,935
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8
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