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
$179M
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$963K
3
+$789K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$715K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$714K

Top Sells

1
+$15.6M
2
+$7.79M
3
+$7.43M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.42M

Sector Composition

1 Technology 18.49%
2 Consumer Discretionary 5.09%
3 Communication Services 4.05%
4 Healthcare 3.09%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.46M 4.16%
17,729
-17,669
2
$6.21M 3.46%
36,203
-90,886
3
$5.97M 3.33%
66,110
-86,160
4
$4.78M 2.67%
22,959
-185
5
$4.48M 2.5%
40,568
+3,673
6
$4.19M 2.34%
72,115
+12,318
7
$4.04M 2.25%
52,250
+1,154
8
$4.03M 2.25%
114,570
-411
9
$3.35M 1.87%
22,703
-390
10
$3.25M 1.82%
140,416
-41,508
11
$3.13M 1.74%
23,149
-128
12
$3.11M 1.73%
16,889
-1,208
13
$2.94M 1.64%
16,314
-17,747
14
$2.84M 1.59%
34,003
-6,825
15
$2.77M 1.55%
5,489
-1,896
16
$2.57M 1.43%
111,520
+46,837
17
$2.37M 1.32%
56,255
-1,584
18
$2.27M 1.27%
119,910
+18,040
19
$2.26M 1.26%
53,681
-5,577
20
$2.14M 1.2%
12,199
-3,274
21
$2.14M 1.2%
4,084
-763
22
$2.13M 1.19%
4,385
-4,156
23
$2.03M 1.13%
13,328
-7,433
24
$1.9M 1.06%
4,270
-1,503
25
$1.86M 1.04%
42,741
+4,206
1
2 3 4 5