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
$390M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.21M
3
+$3.09M
4
DHR icon
Danaher
DHR
+$2.08M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.74M

Top Sells

1
+$4.51M
2
+$2.19M
3
+$2.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.19M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$807K

Sector Composition

1 Technology 20.53%
2 Financials 7.92%
3 Communication Services 6.59%
4 Consumer Discretionary 5.35%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$259K 0.07%
+1,573
202
$259K 0.07%
140,000
+105,000
203
$258K 0.07%
4,503
204
$258K 0.07%
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205
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206
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207
$250K 0.06%
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208
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209
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210
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211
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212
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213
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216
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217
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221
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222
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223
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4,322
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224
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1,932
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225
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1,493
-276
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10 11