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
$275M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$751K
3
+$668K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$499K
5
MSFT icon
Microsoft
MSFT
+$438K

Top Sells

1
+$4.68M
2
+$2.84M
3
+$2.48M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.61M
5
USMV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$262K 0.1%
1,175
-33
202
$259K 0.09%
506
-59
203
$257K 0.09%
1,144
-6
204
$257K 0.09%
3,962
205
$254K 0.09%
18,400
+3,550
206
$253K 0.09%
6,480
-723
207
$253K 0.09%
+464
208
$252K 0.09%
+1,573
209
$249K 0.09%
1,051
-4
210
$243K 0.09%
27,370
+950
211
$241K 0.09%
2,535
212
$241K 0.09%
10,263
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213
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3,076
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214
$237K 0.09%
9,500
215
$235K 0.09%
4,189
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216
$235K 0.09%
1,881
217
$231K 0.08%
14,583
-2,400
218
$231K 0.08%
5,020
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219
$229K 0.08%
8,091
220
$228K 0.08%
8,223
-7,956
221
$227K 0.08%
7,742
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222
$220K 0.08%
3,048
-4,247
223
$219K 0.08%
+581
224
$216K 0.08%
+4,342
225
$216K 0.08%
2,720
-290
7 8
9
10 11