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
$33.6M
AUM Growth
-$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$284K
2
+$282K
3
+$257K
4
TDG icon
TransDigm Group
TDG
+$209K
5
AFL icon
Aflac
AFL
+$202K

Top Sells

1
+$60.2M
2
+$22.8M
3
+$5.69M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$5.67M
5
AAPL icon
Apple
AAPL
+$5.65M

Sector Composition

1 Technology 40.28%
2 Consumer Discretionary 15.87%
3 Financials 11.63%
4 Communication Services 9.38%
5 Consumer Staples 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,405
177
– –
-5,307
178
– –
-14,792
179
– –
-2,531
180
– –
-2,288
181
– –
-1,409
182
– –
-2,619
4 5 6 7
8