LWM

Laidlaw Wealth Management Portfolio holdings

AUM $42M
1-Year Est. Return 57.01%
This Quarter Est. Return
1 Year Est. Return
+57.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.7M
AUM Growth
+$1.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$450K
3
+$283K
4
COIN icon
Coinbase
COIN
+$265K
5
MU icon
Micron Technology
MU
+$244K

Top Sells

1
+$677K
2
+$660K
3
+$634K
4
AVGO icon
Broadcom
AVGO
+$586K
5
MSFT icon
Microsoft
MSFT
+$542K

Sector Composition

1 Technology 42.19%
2 Consumer Discretionary 14.57%
3 Communication Services 9.81%
4 Financials 9.25%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.43T
$3.57M 10.29%
22,598
-1,340
MSFT icon
2
Microsoft
MSFT
$3.59T
$3.24M 9.33%
6,511
-1,090
AAPL icon
3
Apple
AAPL
$4.12T
$2.74M 7.91%
13,370
-2,117
META icon
4
Meta Platforms (Facebook)
META
$1.7T
$1.76M 5.07%
2,385
-369
TSLA icon
5
Tesla
TSLA
$1.51T
$1.64M 4.72%
5,161
-634
PLTR icon
6
Palantir
PLTR
$433B
$1.25M 3.61%
9,199
-3,792
FFEB icon
7
FT Vest US Equity Buffer ETF February
FFEB
$1.16B
$1.1M 3.18%
21,074
-237
AMZN icon
8
Amazon
AMZN
$2.45T
$1.08M 3.12%
4,928
-3,085
BABA icon
9
Alibaba
BABA
$378B
$1.08M 3.11%
9,529
-200
PANW icon
10
Palo Alto Networks
PANW
$139B
$925K 2.67%
4,522
-742
COST icon
11
Costco
COST
$397B
$847K 2.44%
856
-78
SDVY icon
12
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.33B
$833K 2.4%
23,603
-2,973
COIN icon
13
Coinbase
COIN
$72.7B
$792K 2.28%
2,259
+756
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.09T
$790K 2.28%
1,626
-1,358
NFLX icon
15
Netflix
NFLX
$425B
$726K 2.09%
5,420
-280
LLY icon
16
Eli Lilly
LLY
$904B
$698K 2.01%
895
-1
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$3.88T
$695K 2%
3,944
-109
EMD
18
Western Asset Emerging Markets Debt Fund
EMD
$617M
$689K 1.99%
68,550
AVGO icon
19
Broadcom
AVGO
$1.84T
$579K 1.67%
2,100
-2,126
ET icon
20
Energy Transfer Partners
ET
$57.7B
$574K 1.65%
31,670
+15
JPM icon
21
JPMorgan Chase
JPM
$858B
$572K 1.65%
1,973
+127
QBTS icon
22
D-Wave Quantum
QBTS
$9.64B
$567K 1.63%
38,697
-4,000
SLV icon
23
iShares Silver Trust
SLV
$29.2B
$549K 1.58%
16,722
+6,329
CASY icon
24
Casey's General Stores
CASY
$21.1B
$539K 1.55%
1,056
-58
FICO icon
25
Fair Isaac
FICO
$42.6B
$483K 1.39%
264
+94
1
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