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
$303M
AUM Growth
-$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.44M
3
+$1.32M
4
FJUN icon
FT Vest US Equity Buffer ETF June
FJUN
+$1.1M
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$983K

Top Sells

1
+$22.5M
2
+$9.72M
3
+$9.59M
4
MSFT icon
Microsoft
MSFT
+$7.77M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.22M

Sector Composition

1 Technology 19.38%
2 Consumer Discretionary 6.51%
3 Financials 5.89%
4 Healthcare 5.36%
5 Communication Services 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$290K 0.1%
1,732
-111
202
$287K 0.09%
4,424
-1,044
203
$284K 0.09%
6,987
-50
204
$282K 0.09%
8,731
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205
$280K 0.09%
10,496
-2,957
206
$273K 0.09%
2,432
-325
207
$272K 0.09%
+663
208
$271K 0.09%
3,883
-2,756
209
$267K 0.09%
+2,899
210
$264K 0.09%
1,150
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211
$263K 0.09%
2,372
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212
$263K 0.09%
+3,545
213
$262K 0.09%
+2,817
214
$262K 0.09%
971
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215
$262K 0.09%
1,753
-227
216
$261K 0.09%
26,420
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217
$261K 0.09%
+10,580
218
$258K 0.09%
+3,010
219
$258K 0.09%
1,364
-365
220
$255K 0.08%
+6,284
221
$254K 0.08%
+12,648
222
$251K 0.08%
3,902
-2,634
223
$251K 0.08%
1,208
-7
224
$249K 0.08%
+2,416
225
$246K 0.08%
5,204
-17
7 8
9
10 11