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
$388M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.21M
3
+$4.51M
4
AMGN icon
Amgen
AMGN
+$2.19M
5
BDX icon
Becton Dickinson
BDX
+$2.15M

Top Sells

1
+$994K
2
+$771K
3
+$593K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$587K
5
DMYD
dMY Technology Group, Inc. II
DMYD
+$515K

Sector Composition

1 Technology 19.79%
2 Financials 7.99%
3 Communication Services 6.74%
4 Consumer Discretionary 5.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$379K 0.1%
10,415
-139
177
$371K 0.1%
42,132
+2,292
178
$361K 0.09%
7,044
+1,101
179
$359K 0.09%
7,237
+1,271
180
$358K 0.09%
7,127
+2,667
181
$354K 0.09%
18,072
+558
182
$353K 0.09%
123,730
+8,000
183
$352K 0.09%
8,050
184
$351K 0.09%
+7,716
185
$348K 0.09%
13,700
186
$336K 0.09%
+2,798
187
$333K 0.09%
5,465
-9,629
188
$332K 0.09%
+7,326
189
$330K 0.09%
5,571
-639
190
$330K 0.09%
1,769
-130
191
$323K 0.08%
+1,952
192
$320K 0.08%
+6,782
193
$319K 0.08%
4,644
+90
194
$318K 0.08%
+7,630
195
$301K 0.08%
3,890
+310
196
$300K 0.08%
+3,545
197
$294K 0.08%
+16,000
198
$293K 0.08%
3,769
+395
199
$285K 0.07%
8,968
200
$283K 0.07%
+1,425
6 7
8
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