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
$182M
AUM Growth
+$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$933K
2
+$795K
3
+$697K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$512K
5
AMT icon
American Tower
AMT
+$506K

Top Sells

1
+$1.38M
2
+$1.11M
3
+$670K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$499K
5
BX icon
Blackstone
BX
+$418K

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 4.93%
3 Communication Services 4.5%
4 Healthcare 2.84%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.72M 4.24%
17,277
-452
2
$7.06M 3.88%
57,130
-8,980
3
$6.24M 3.43%
29,649
-6,554
4
$5.17M 2.84%
22,837
-122
5
$4.61M 2.53%
79,464
+7,349
6
$4.59M 2.52%
41,569
+1,001
7
$4.39M 2.41%
56,774
+4,524
8
$4.2M 2.31%
114,570
9
$3.76M 2.06%
148,336
+36,816
10
$3.41M 1.87%
22,637
-512
11
$3.34M 1.84%
22,931
+228
12
$3.25M 1.78%
128,936
-11,480
13
$3.14M 1.72%
17,127
+3,799
14
$3.09M 1.7%
16,938
+49
15
$3.07M 1.68%
15,871
-443
16
$2.98M 1.64%
5,366
-123
17
$2.68M 1.47%
144,523
+24,613
18
$2.48M 1.36%
29,549
-4,454
19
$2.42M 1.33%
4,194
+110
20
$2.38M 1.31%
12,042
-157
21
$2.34M 1.29%
56,928
+673
22
$2.31M 1.27%
52,633
-1,048
23
$2.07M 1.14%
4,103
-282
24
$1.91M 1.05%
44,412
+1,671
25
$1.75M 0.96%
8,882
+240
1
2 3 4 5