LWM

Laidlaw Wealth Management Portfolio holdings

AUM $32.3M
1-Year Est. Return 40.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$998K
2
+$933K
3
+$821K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$716K
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$639K

Top Sells

1
+$16.5M
2
+$7.15M
3
+$6.24M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.2M

Sector Composition

1 Technology 18.49%
2 Consumer Discretionary 5.09%
3 Communication Services 4.05%
4 Healthcare 3.09%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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