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
$466M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.31M
3
+$2.42M
4
BX icon
Blackstone
BX
+$1.93M
5
IYW icon
iShares US Technology ETF
IYW
+$1.84M

Top Sells

1
+$3.19M
2
+$2.35M
3
+$1.34M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.32M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.12M

Sector Composition

1 Technology 13.2%
2 Industrials 7.29%
3 Healthcare 6.83%
4 Financials 5.91%
5 Consumer Discretionary 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$474K 0.1%
12,181
-3,371
202
$469K 0.1%
17,729
-831
203
$461K 0.1%
+4,781
204
$460K 0.1%
2,786
+168
205
$459K 0.1%
7,445
-333
206
$458K 0.1%
1,919
+21
207
$458K 0.1%
1,799
+8
208
$438K 0.09%
855
+46
209
$432K 0.09%
9,286
210
$432K 0.09%
1,766
211
$429K 0.09%
3,767
-393
212
$429K 0.09%
7,537
-500
213
$429K 0.09%
3,269
-44
214
$413K 0.09%
75,341
+1,200
215
$412K 0.09%
6,545
+1,388
216
$412K 0.09%
+3,183
217
$410K 0.09%
21,247
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218
$409K 0.09%
8,532
+3,222
219
$408K 0.09%
+4,075
220
$407K 0.09%
3,358
+602
221
$403K 0.09%
2,725
+2
222
$399K 0.09%
8,722
-733
223
$396K 0.08%
2,203
224
$390K 0.08%
2,689
+2
225
$389K 0.08%
9,987
+20
7 8
9
10 11