LWM

Laidlaw Wealth Management Portfolio holdings

AUM $42M
1-Year Est. Return 57.01%
This Quarter Est. Return
1 Year Est. Return
+57.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$805K
3
+$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1
+$1.29M
2
+$1.12M
3
+$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$501K 0.1%
1,641
-135
202
$469K 0.09%
2,608
-140
203
$468K 0.09%
2,383
+88
204
$467K 0.09%
7,002
-564
205
$460K 0.09%
2,527
-170
206
$459K 0.09%
6,639
-202
207
$459K 0.09%
10,130
+1,016
208
$458K 0.09%
1,734
-37
209
$455K 0.09%
6,824
-812
210
$455K 0.09%
10,530
-539
211
$453K 0.09%
2,204
+1
212
$451K 0.09%
1,591
-8
213
$441K 0.09%
6,536
-503
214
$439K 0.09%
11,659
+4,134
215
$436K 0.09%
3,659
+330
216
$433K 0.08%
2,320
-64
217
$425K 0.08%
+23,530
218
$421K 0.08%
6,978
-321
219
$417K 0.08%
3,093
220
$414K 0.08%
1,211
-31
221
$407K 0.08%
17,648
-41,554
222
$394K 0.08%
7,114
-3,247
223
$391K 0.08%
7,046
-20,159
224
$385K 0.08%
8,358
225
$383K 0.07%
13,453
-1,265
7 8
9
10 11