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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$464K 0.1%
859
+218
202
$461K 0.1%
2,897
+456
203
$460K 0.1%
+8,908
204
$457K 0.1%
+1,350
205
$453K 0.1%
+12,952
206
$452K 0.1%
+10,466
207
$450K 0.09%
1,835
+15
208
$438K 0.09%
+20,218
209
$432K 0.09%
6,330
-70
210
$429K 0.09%
2,154
+54
211
$427K 0.09%
+16,424
212
$421K 0.09%
+4,517
213
$421K 0.09%
+7,031
214
$421K 0.09%
+1,267
215
$419K 0.09%
7,176
+1,319
216
$418K 0.09%
+6,729
217
$415K 0.09%
7,971
218
$413K 0.09%
+8,930
219
$411K 0.09%
7,403
+2,623
220
$410K 0.09%
1,930
+51
221
$407K 0.09%
13,100
+6,578
222
$400K 0.08%
999
-175
223
$398K 0.08%
551
+33
224
$397K 0.08%
+11,423
225
$396K 0.08%
3,620
+1,723
7 8
9
10 11