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
$388M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.21M
3
+$4.51M
4
AMGN icon
Amgen
AMGN
+$2.19M
5
BDX icon
Becton Dickinson
BDX
+$2.15M

Top Sells

1
+$994K
2
+$771K
3
+$593K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$587K
5
DMYD
dMY Technology Group, Inc. II
DMYD
+$515K

Sector Composition

1 Technology 19.79%
2 Financials 7.99%
3 Communication Services 6.74%
4 Consumer Discretionary 5.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$279K 0.07%
+2,233
202
$277K 0.07%
+12,152
203
$275K 0.07%
+2,374
204
$275K 0.07%
7,131
-142
205
$274K 0.07%
1,118
-267
206
$266K 0.07%
4,503
207
$265K 0.07%
+4,427
208
$260K 0.07%
361
-74
209
$259K 0.07%
528
+18
210
$254K 0.07%
1,072
211
$252K 0.07%
5,069
-853
212
$251K 0.06%
+6,345
213
$251K 0.06%
9,500
214
$249K 0.06%
9,550
215
$248K 0.06%
5,935
216
$248K 0.06%
1,769
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217
$248K 0.06%
10,000
218
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+440
219
$245K 0.06%
+3,231
220
$242K 0.06%
2,653
+34
221
$241K 0.06%
+2,020
222
$239K 0.06%
+54
223
$238K 0.06%
3,075
+49
224
$232K 0.06%
+1,506
225
$232K 0.06%
2,433
-351
7 8
9
10 11