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
$475M
AUM Growth
+$250M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$11.2M
3
+$6.95M
4
MSFT icon
Microsoft
MSFT
+$6.48M
5
AMZN icon
Amazon
AMZN
+$5.78M

Top Sells

1
+$1.77M
2
+$1.25M
3
+$1.21M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$942K
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$761K

Sector Composition

1 Technology 15.65%
2 Industrials 7.52%
3 Financials 5.98%
4 Consumer Discretionary 5.94%
5 Communication Services 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.5M 6.43%
230,027
+84,114
2
$24.7M 5.2%
118,510
+116,571
3
$12M 2.53%
53,923
+29,132
4
$11.4M 2.4%
22,787
+3,874
5
$9.81M 2.07%
60,220
+35,480
6
$9.15M 1.93%
821,942
-9,350
7
$8.57M 1.81%
534,104
+113,880
8
$7.29M 1.54%
37,480
+35,700
9
$5.83M 1.23%
227,082
+97,306
10
$5.74M 1.21%
21,591
+14,228
11
$4.93M 1.04%
22,551
+13,195
12
$4.74M 1%
13,796
+12,799
13
$4.73M 1%
12,603
+11,889
14
$4.7M 0.99%
53,680
+25,980
15
$4.53M 0.95%
44,362
+5,659
16
$4.39M 0.93%
18,947
+8,551
17
$4.1M 0.86%
146,232
+93,232
18
$3.99M 0.84%
159,511
+4,764
19
$3.93M 0.83%
46,179
+42,739
20
$3.88M 0.82%
256,236
+149,712
21
$3.87M 0.82%
46,736
+24,160
22
$3.69M 0.78%
20,350
+10,787
23
$3.66M 0.77%
41,780
+3,280
24
$3.62M 0.76%
+110,592
25
$3.58M 0.75%
28,016
+7,779
1
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