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
$511M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$805K
3
+$690K
4
BUD icon
AB InBev
BUD
+$689K
5
MS icon
Morgan Stanley
MS
+$642K

Top Sells

1
+$1.29M
2
+$1.12M
3
+$984K
4
NUE icon
Nucor
NUE
+$961K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$959K

Sector Composition

1 Technology 17.85%
2 Industrials 6.88%
3 Financials 6.39%
4 Consumer Discretionary 5.5%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.5M 7.54%
198,644
-6,661
2
$23.3M 4.55%
113,766
-386
3
$20M 3.92%
58,834
+1,478
4
$11.3M 2.21%
266,940
-7,450
5
$10.2M 1.99%
46,185
+213
6
$9.06M 1.77%
483,616
+10,672
7
$8.27M 1.62%
63,436
+586
8
$7.36M 1.44%
204,354
-3,284
9
$6.45M 1.26%
20,777
-591
10
$6.09M 1.19%
17,853
-870
11
$6.06M 1.19%
41,681
+3,782
12
$5.68M 1.11%
75,050
-1,052
13
$5.61M 1.1%
97,119
+487
14
$5.44M 1.06%
49,242
+3,373
15
$5.3M 1.04%
10,841
+3
16
$5.27M 1.03%
70,835
-4,109
17
$5.1M 1%
42,145
-1,281
18
$5.07M 0.99%
12,457
+199
19
$4.97M 0.97%
28,603
-778
20
$4.91M 0.96%
41,010
+662
21
$4.89M 0.96%
20,612
-611
22
$4.78M 0.94%
23,589
-927
23
$4.66M 0.91%
9,701
-141
24
$4.37M 0.85%
9,852
+1,390
25
$4.18M 0.82%
25,230
+777
1
2 3 4 5