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
$599M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.52M
3
+$2.23M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$2.11M
5
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$1.84M

Top Sells

1
+$2.64M
2
+$1.69M
3
+$1.67M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.54M
5
ADBE icon
Adobe
ADBE
+$1.45M

Sector Composition

1 Technology 15.58%
2 Industrials 7.32%
3 Financials 5.75%
4 Consumer Discretionary 5.43%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$573K 0.1%
4,255
+428
202
$572K 0.1%
8,231
-897
203
$563K 0.09%
736
+17
204
$555K 0.09%
2,140
-162
205
$541K 0.09%
3,064
-414
206
$539K 0.09%
2,015
-58
207
$538K 0.09%
10,504
+6,005
208
$532K 0.09%
4,402
-106
209
$529K 0.09%
3,483
+186
210
$528K 0.09%
14,927
+1,979
211
$519K 0.09%
20,844
+2
212
$518K 0.09%
4,735
+1,720
213
$518K 0.09%
9,286
214
$515K 0.09%
+6,402
215
$512K 0.09%
3,927
-486
216
$509K 0.09%
15,798
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217
$508K 0.08%
+15,985
218
$494K 0.08%
11,830
-979
219
$491K 0.08%
2,203
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220
$488K 0.08%
1,528
+269
221
$469K 0.08%
+3,914
222
$469K 0.08%
2,558
-18
223
$468K 0.08%
5,894
-2,323
224
$463K 0.08%
5,481
+1,551
225
$462K 0.08%
8,107
-300
7 8
9
10 11