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
$390M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.21M
3
+$3.09M
4
DHR icon
Danaher
DHR
+$2.08M
5
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$1.74M

Top Sells

1
+$4.51M
2
+$2.19M
3
+$2.15M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.19M
5
BLOK icon
Amplify Blockchain Technology ETF
BLOK
+$807K

Sector Composition

1 Technology 20.53%
2 Financials 7.92%
3 Communication Services 6.59%
4 Consumer Discretionary 5.35%
5 Healthcare 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.8M 8.41%
231,933
+5,127
2
$16.1M 4.14%
57,265
+3,876
3
$11.2M 2.87%
68,160
-100
4
$8.92M 2.29%
15,491
+769
5
$8.57M 2.2%
334,910
-28,356
6
$8.34M 2.14%
450,520
-64,360
7
$7.99M 2.05%
78,357
-7,567
8
$6.72M 1.72%
267,576
-8,643
9
$6.38M 1.64%
67,333
+2,795
10
$6.13M 1.57%
41,071
+6,304
11
$5.97M 1.53%
288,190
+13,630
12
$5.86M 1.5%
43,960
-960
13
$5.55M 1.42%
13,843
-47
14
$5.37M 1.38%
40,200
+2,420
15
$5.14M 1.32%
18,833
+90
16
$4.77M 1.22%
31,846
-707
17
$4.62M 1.19%
20,749
+1,866
18
$4.61M 1.18%
28,179
+2,818
19
$4.49M 1.15%
13,225
+1,131
20
$4.42M 1.13%
792,621
-3,245
21
$4.21M 1.08%
57,322
-8,173
22
$4.07M 1.04%
108,348
-2,270
23
$4M 1.03%
40,877
-658
24
$3.9M 1%
15,078
+168
25
$3.83M 0.98%
70,813
+6,100
1
2 3 4 5