LWM

Laidlaw Wealth Management Portfolio holdings

AUM $32.3M
1-Year Est. Return 40.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$846K
2
+$829K
3
+$646K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$493K
5
AMT icon
American Tower
AMT
+$487K

Top Sells

1
+$1.22M
2
+$908K
3
+$670K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$468K
5
BX icon
Blackstone
BX
+$416K

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 4.93%
3 Communication Services 4.5%
4 Healthcare 2.84%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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182
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183
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184
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186
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187
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188
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189
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-3,468
4 5 6 7
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