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
$202M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$2.55M
3
+$2.24M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.27M
5
OZ icon
Belpointe PREP
OZ
+$1.1M

Top Sells

1
+$2.22M
2
+$2.1M
3
+$1.11M
4
LRCX icon
Lam Research
LRCX
+$415K
5
DELL icon
Dell
DELL
+$381K

Sector Composition

1 Technology 20.45%
2 Consumer Discretionary 5.14%
3 Communication Services 4.33%
4 Financials 2.97%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$18.5K 0.01%
13,500
177
$13.6K 0.01%
14,000
178
– –
-3,823
179
– –
-235
180
– –
-5,098
181
– –
-3,500
182
– –
-1,350
183
– –
-2,764
184
– –
-672
185
– –
-3,900
186
– –
-2,213
187
– –
-1,555
188
– –
-9,256
4 5 6 7
8