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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$597K 0.1%
+4,508
202
$595K 0.1%
8,982
+26
203
$584K 0.09%
10,574
+1,435
204
$584K 0.09%
+9,120
205
$570K 0.09%
3,297
+127
206
$568K 0.09%
+2,229
207
$565K 0.09%
+2,302
208
$560K 0.09%
+3,482
209
$557K 0.09%
3,827
-137
210
$557K 0.09%
3,029
-694
211
$554K 0.09%
+2,073
212
$549K 0.09%
+20,842
213
$547K 0.09%
9,286
214
$539K 0.09%
25,433
-2,053
215
$538K 0.09%
12,809
+776
216
$526K 0.08%
7,394
-3,219
217
$517K 0.08%
3,480
-3,366
218
$513K 0.08%
1,429
-17
219
$511K 0.08%
+24,618
220
$511K 0.08%
12,777
-180
221
$510K 0.08%
+8,217
222
$495K 0.08%
+8,407
223
$494K 0.08%
8,426
+1,173
224
$492K 0.08%
+68,466
225
$486K 0.08%
+2,576
7 8
9
10 11