LWM
Laidlaw Wealth Management Portfolio holdings
AUM
$34.7M
1-Year Return
44.33%
This Quarter Return
+11.33%
1 Year Return
+44.33%
3 Year Return
+114.79%
5 Year Return
+167.34%
10 Year Return
–
AUM
$275M
AUM Growth
-$27.4M
(-9%)
Cap. Flow
-$56.3M
Cap. Flow
% of AUM
-20.46%
Top 10 Holdings %
Top 10 Hldgs %
27.8%
Holding
280
New
14
Increased
44
Reduced
165
Closed
45
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$1.02M |
| 2 |
Allbirds
BIRD
|
$751K |
| 3 |
iShares US Utilities ETF
IDU
|
$668K |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$499K |
| 5 |
Microsoft
MSFT
|
$438K |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$4.68M |
| 2 |
Apple
AAPL
|
$2.84M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.48M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$1.61M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.35M |
Sector Composition
| 1 | Technology | 23.52% |
| 2 | Consumer Discretionary | 7.2% |
| 3 | Financials | 6.33% |
| 4 | Healthcare | 6.01% |
| 5 | Communication Services | 5.4% |
