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
$490M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.05M
3
+$993K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$808K
5
UPS icon
United Parcel Service
UPS
+$780K

Top Sells

1
+$1.56M
2
+$1.53M
3
+$1.3M
4
VFH icon
Vanguard Financials ETF
VFH
+$729K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$684K

Sector Composition

1 Technology 15.75%
2 Industrials 6.98%
3 Financials 5.99%
4 Healthcare 5.89%
5 Consumer Discretionary 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$507K 0.1%
1,776
+10
202
$502K 0.1%
7,566
-2,499
203
$498K 0.1%
5,077
-377
204
$483K 0.1%
1,050
+513
205
$480K 0.1%
2,697
-682
206
$477K 0.1%
4,761
-20
207
$471K 0.1%
7,039
-406
208
$468K 0.1%
2,835
+110
209
$467K 0.1%
3,487
-19
210
$466K 0.1%
9,286
211
$461K 0.09%
2,585
-424
212
$453K 0.09%
7,812
-720
213
$451K 0.09%
11,069
-1,112
214
$438K 0.09%
1,771
-28
215
$432K 0.09%
9,191
+1,765
216
$429K 0.09%
2,203
217
$423K 0.09%
73,607
-1,734
218
$420K 0.09%
7,299
-238
219
$416K 0.08%
1,634
-5
220
$415K 0.08%
855
221
$413K 0.08%
21,192
-55
222
$413K 0.08%
1,853
-66
223
$407K 0.08%
9,114
+392
224
$404K 0.08%
1,599
+43
225
$404K 0.08%
14,718
7 8
9
10 11