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
$192M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$899K
3
+$505K
4
AAPL icon
Apple
AAPL
+$494K
5
AMZN icon
Amazon
AMZN
+$494K

Top Sells

1
+$1.14M
2
+$614K
3
+$261K
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$238K
5
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$227K

Sector Composition

1 Technology 18.36%
2 Healthcare 7.64%
3 Communication Services 7.37%
4 Consumer Staples 6.14%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.5M 7.02%
147,500
+5,420
2
$9.06M 4.73%
20,808
+185
3
$6.43M 3.36%
710,345
+55,833
4
$5.14M 2.68%
405,040
-18,744
5
$4.93M 2.58%
24,233
+74
6
$4.46M 2.33%
267,330
-2,157
7
$3.32M 1.74%
24,100
+3,580
8
$3.1M 1.62%
30,461
-1,778
9
$3.07M 1.6%
124,835
-8,123
10
$2.84M 1.48%
56,295
-3,872
11
$2.64M 1.38%
37,180
+1,280
12
$2.54M 1.32%
50,107
-3,225
13
$2.47M 1.29%
166,222
-868
14
$2.47M 1.29%
95,688
+350
15
$2.42M 1.26%
105,841
+1,179
16
$2.37M 1.24%
44,013
-729
17
$2.2M 1.15%
38,066
-2,029
18
$2.17M 1.14%
51,021
+192
19
$2.11M 1.1%
37,140
+353
20
$2.07M 1.08%
60,912
+8,810
21
$1.99M 1.04%
40,410
-39
22
$1.98M 1.03%
20,680
-2,043
23
$1.97M 1.03%
35,686
+4,115
24
$1.92M 1%
27,160
+800
25
$1.85M 0.96%
10,352
+1,228
1
2 3 4 5