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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$805K
3
+$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1
+$1.29M
2
+$1.12M
3
+$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$652K 0.13%
15,684
-1,217
177
$651K 0.13%
26,450
-622
178
$649K 0.13%
1,154
-28
179
$635K 0.12%
3,393
+808
180
$631K 0.12%
8,460
-153
181
$627K 0.12%
7,151
-1,797
182
$622K 0.12%
18,565
-395
183
$611K 0.12%
26,155
+1,980
184
$584K 0.11%
4,553
-2,412
185
$583K 0.11%
5,119
+42
186
$577K 0.11%
14,929
-955
187
$575K 0.11%
17,182
+21
188
$566K 0.11%
819
-70
189
$559K 0.11%
4,241
+375
190
$559K 0.11%
96,431
+22,824
191
$559K 0.11%
4,941
192
$558K 0.11%
7,971
-5,218
193
$549K 0.11%
1,246
+409
194
$545K 0.11%
24,390
-7,866
195
$522K 0.1%
7,329
-835
196
$516K 0.1%
1,161
+111
197
$515K 0.1%
13,662
-2,686
198
$507K 0.1%
9,040
-1,170
199
$506K 0.1%
9,286
200
$504K 0.1%
4,753
-8
6 7
8
9 10