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
$388M
AUM Growth
+$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$5.21M
3
+$4.51M
4
AMGN icon
Amgen
AMGN
+$2.19M
5
BDX icon
Becton Dickinson
BDX
+$2.15M

Top Sells

1
+$994K
2
+$771K
3
+$593K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$587K
5
DMYD
dMY Technology Group, Inc. II
DMYD
+$515K

Sector Composition

1 Technology 19.79%
2 Financials 7.99%
3 Communication Services 6.74%
4 Consumer Discretionary 5.82%
5 Healthcare 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.1M 8.01%
226,806
+7,756
2
$14.5M 3.73%
+53,389
3
$11.7M 3.03%
68,260
+8,480
4
$9.39M 2.42%
514,880
+27,192
5
$9.3M 2.4%
363,266
+48,408
6
$8.76M 2.26%
85,924
+8,725
7
$8.62M 2.22%
14,722
+257
8
$6.93M 1.79%
276,219
+35,627
9
$6.13M 1.58%
64,538
+7,881
10
$5.63M 1.45%
44,920
+8,020
11
$5.54M 1.43%
13,890
+2,748
12
$5.49M 1.42%
274,560
+16,160
13
$5.21M 1.34%
+18,743
14
$5.19M 1.34%
795,866
-3,580
15
$5.13M 1.32%
34,767
+8,280
16
$4.91M 1.27%
32,553
-5,114
17
$4.82M 1.24%
65,495
+9,161
18
$4.61M 1.19%
37,780
+4,680
19
$4.51M 1.16%
+125,916
20
$4.42M 1.14%
18,883
+552
21
$4.25M 1.1%
41,535
+9,764
22
$4.21M 1.08%
12,094
+907
23
$4.06M 1.05%
110,618
+37,303
24
$3.94M 1.02%
25,361
+122
25
$3.81M 0.98%
113,012
+9,181
1
2 3 4 5