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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$730K 0.12%
25,351
+2,208
177
$724K 0.12%
12,968
-1,724
178
$721K 0.12%
6,381
-368
179
$720K 0.12%
21,200
180
$715K 0.11%
2,815
+551
181
$696K 0.11%
+2,096
182
$693K 0.11%
12,702
+183
183
$685K 0.11%
11,565
-5,040
184
$681K 0.11%
9,128
-865
185
$679K 0.11%
2,704
-19
186
$679K 0.11%
3,398
-343
187
$678K 0.11%
21,393
+545
188
$674K 0.11%
+4,413
189
$671K 0.11%
+3,017
190
$664K 0.11%
10,801
-351
191
$661K 0.11%
10,800
+358
192
$659K 0.11%
719
+56
193
$659K 0.11%
13,911
+3,542
194
$653K 0.1%
13,257
-790
195
$613K 0.1%
16,752
-317
196
$612K 0.1%
12,295
+647
197
$610K 0.1%
1,679
-99
198
$599K 0.1%
14,446
+1,349
199
$597K 0.1%
+14,857
200
$597K 0.1%
5,534
-27
6 7
8
9 10