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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.41M
3
+$1.86M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$975K

Top Sells

1
+$4.85M
2
+$4.15M
3
+$2.6M
4
ED icon
Consolidated Edison
ED
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 14.54%
2 Industrials 6.93%
3 Healthcare 6.48%
4 Consumer Discretionary 5.75%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$487K 0.11%
5,322
+560
177
$485K 0.11%
6,613
-6,336
178
$478K 0.11%
18,560
-642
179
$477K 0.11%
9,435
-210
180
$475K 0.11%
2,881
+1,345
181
$469K 0.11%
852
+63
182
$464K 0.11%
3,129
-251
183
$460K 0.11%
4,301
+85
184
$450K 0.11%
35,987
185
$445K 0.1%
3,338
-180
186
$432K 0.1%
4,160
-84
187
$429K 0.1%
1,898
+453
188
$428K 0.1%
2,597
+612
189
$427K 0.1%
28,424
-3,910
190
$424K 0.1%
8,438
+1,826
191
$415K 0.1%
3,260
-38,072
192
$410K 0.1%
7,778
-474
193
$408K 0.1%
74,141
+8,100
194
$406K 0.09%
24,052
-921
195
$405K 0.09%
9,286
196
$405K 0.09%
2,618
+86
197
$401K 0.09%
10,690
-4,565
198
$401K 0.09%
21,457
+855
199
$400K 0.09%
8,037
-4,370
200
$399K 0.09%
1,791
-2
6 7
8
9 10