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
$428M
AUM Growth
-$62.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$3.36M
2
+$2.41M
3
+$1.86M
4
VFH icon
Vanguard Financials ETF
VFH
+$1.31M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$975K

Top Sells

1
+$4.85M
2
+$4.15M
3
+$2.6M
4
ED icon
Consolidated Edison
ED
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.85M

Sector Composition

1 Technology 14.54%
2 Industrials 6.93%
3 Healthcare 6.48%
4 Consumer Discretionary 5.75%
5 Financials 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$397K 0.09%
2,752
-90
202
$394K 0.09%
3,846
-581
203
$393K 0.09%
809
+110
204
$389K 0.09%
5,759
+100
205
$387K 0.09%
3,313
-451
206
$386K 0.09%
6,093
+404
207
$386K 0.09%
7,711
-27
208
$382K 0.09%
9,455
-1,054
209
$376K 0.09%
2,203
210
$374K 0.09%
9,154
-108
211
$367K 0.09%
2,723
-3,999
212
$367K 0.09%
4,008
-54
213
$358K 0.08%
8,221
+250
214
$358K 0.08%
1,766
+31
215
$350K 0.08%
8,144
+675
216
$350K 0.08%
6,014
-50
217
$346K 0.08%
+4,653
218
$345K 0.08%
2,687
+1,063
219
$343K 0.08%
1,237
+129
220
$342K 0.08%
9,487
-6,697
221
$337K 0.08%
10,477
-660
222
$336K 0.08%
1,550
+376
223
$332K 0.08%
9,967
+99
224
$329K 0.08%
2,951
225
$327K 0.08%
474
+34
7 8
9
10 11