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
$626M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$12.5M
3
+$8.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.21M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$6.05M

Top Sells

1
+$1.62M
2
+$1.54M
3
+$814K
4
T icon
AT&T
T
+$763K
5
BA icon
Boeing
BA
+$751K

Sector Composition

1 Technology 16.43%
2 Industrials 6.62%
3 Consumer Discretionary 6.16%
4 Financials 5.58%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.4M 6.45%
227,350
-4,583
2
$28.8M 4.6%
+114,307
3
$19.2M 3.06%
56,974
-291
4
$12.5M 1.99%
+51,583
5
$11.5M 1.84%
68,980
+820
6
$9.48M 1.52%
372,876
+37,966
7
$8.93M 1.43%
436,032
-14,488
8
$8.86M 1.42%
15,616
+125
9
$8.73M 1.4%
+21,041
10
$8.41M 1.34%
286,040
-2,150
11
$7.84M 1.25%
77,198
-1,159
12
$7.53M 1.2%
300,528
+32,952
13
$7.51M 1.2%
79,896
+12,563
14
$6.82M 1.09%
39,235
-1,836
15
$6.64M 1.06%
45,920
+1,960
16
$6.21M 0.99%
+14,215
17
$6.19M 0.99%
42,740
+2,540
18
$6.17M 0.99%
13,477
-366
19
$6.05M 0.97%
+158,484
20
$5.76M 0.92%
19,263
+430
21
$5.73M 0.92%
35,211
+3,365
22
$5.35M 0.85%
15,183
+105
23
$5.29M 0.85%
+13,292
24
$5.05M 0.81%
31,870
+3,691
25
$5.03M 0.8%
+22,768
1
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