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
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$642K 0.13%
+21,704
177
$641K 0.13%
16,901
-247
178
$640K 0.13%
3,866
179
$633K 0.13%
22,326
180
$632K 0.13%
7,196
+508
181
$624K 0.13%
31,416
-359
182
$613K 0.13%
8,613
-1,724
183
$611K 0.12%
16,348
+3,036
184
$597K 0.12%
+11,402
185
$595K 0.12%
70,412
-11,586
186
$595K 0.12%
889
-4
187
$580K 0.12%
7,636
-50
188
$579K 0.12%
15,884
189
$576K 0.12%
14,255
+1,782
190
$567K 0.12%
3,311
-12
191
$566K 0.12%
+10,361
192
$565K 0.12%
166
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193
$563K 0.11%
24,175
+3,473
194
$561K 0.11%
17,161
-568
195
$557K 0.11%
10,210
-5,220
196
$549K 0.11%
1,182
-519
197
$528K 0.11%
8,164
-2,128
198
$515K 0.11%
4,941
-761
199
$511K 0.1%
2,748
-38
200
$508K 0.1%
6,841
-49
6 7
8
9 10