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
$303M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.44M
3
+$1.32M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.1M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$983K

Top Sells

1
+$22.5M
2
+$9.72M
3
+$9.59M
4
MSFT icon
Microsoft
MSFT
+$7.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.22M

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 6.51%
3 Financials 5.89%
4 Healthcare 5.36%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$384K 0.13%
593
-226
177
$383K 0.13%
15,358
-18,102
178
$377K 0.12%
3,767
-4,645
179
$375K 0.12%
3,122
-331
180
$374K 0.12%
769
181
$369K 0.12%
8,358
182
$368K 0.12%
9,868
+4,017
183
$366K 0.12%
2,884
-280
184
$362K 0.12%
5,619
-1,359
185
$355K 0.12%
2,901
+166
186
$353K 0.12%
5,084
+1,505
187
$350K 0.12%
17,952
-50
188
$346K 0.11%
7,795
-7,889
189
$338K 0.11%
3,257
-3,744
190
$337K 0.11%
+9,206
191
$337K 0.11%
13,348
-12,756
192
$322K 0.11%
7,658
-2,472
193
$317K 0.1%
1,085
-126
194
$314K 0.1%
1,777
-1,616
195
$312K 0.1%
+7,275
196
$310K 0.1%
377
-56
197
$309K 0.1%
4,136
-4,324
198
$309K 0.1%
17,397
-645
199
$308K 0.1%
11,255
-1,512
200
$297K 0.1%
7,203
-2,831
6 7
8
9 10