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
$230M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$2.52M
3
+$2.12M
4
PAAA icon
PGIM AAA CLO ETF
PAAA
+$1.79M
5
SH icon
ProShares Short S&P500
SH
+$1.35M

Top Sells

1
+$929K
2
+$789K
3
+$485K
4
NVDA icon
NVIDIA
NVDA
+$424K
5
NEM icon
Newmont
NEM
+$389K

Sector Composition

1 Technology 26.58%
2 Consumer Discretionary 5.58%
3 Communication Services 4.07%
4 Financials 3.4%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13.8K 0.01%
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