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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.31M
3
+$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Top Sells

1
+$3.19M
2
+$2.35M
3
+$1.34M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.32M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$586K 0.13%
10,292
+4,278
177
$585K 0.13%
5,702
-206
178
$582K 0.12%
+31,039
179
$576K 0.12%
3,866
-1,570
180
$575K 0.12%
3,379
+250
181
$570K 0.12%
+14,525
182
$569K 0.12%
6,688
+4
183
$559K 0.12%
6,108
+786
184
$553K 0.12%
+15,469
185
$550K 0.12%
+15,884
186
$547K 0.12%
7,686
-1,003
187
$536K 0.11%
35,437
+2,608
188
$526K 0.11%
81,998
+153
189
$525K 0.11%
3,009
+412
190
$522K 0.11%
3,323
-15
191
$521K 0.11%
12,267
-1,426
192
$521K 0.11%
+20,702
193
$515K 0.11%
1,554
+636
194
$511K 0.11%
9,562
+1,428
195
$508K 0.11%
10,283
-3,148
196
$503K 0.11%
3,562
+302
197
$500K 0.11%
+13,140
198
$492K 0.11%
13,312
+3,825
199
$478K 0.1%
+12,473
200
$476K 0.1%
3,506
-60
6 7
8
9 10