LHWM

Lake Hills Wealth Management Portfolio holdings

AUM $187M
1-Year Est. Return 17.16%
This Quarter Est. Return
1 Year Est. Return
+17.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$7.89M
3
+$6.61M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.53M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.05M

Top Sells

1
+$17.2M
2
+$12.2M
3
+$11.5M
4
INDA icon
iShares MSCI India ETF
INDA
+$6.06M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.99M

Sector Composition

1 Technology 3.51%
2 Consumer Discretionary 1.23%
3 Industrials 1.1%
4 Communication Services 0.86%
5 Financials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.06T
$551K 0.29%
+1,096
WMT icon
27
Walmart
WMT
$846B
$548K 0.29%
+5,322
SHV icon
28
iShares Short Treasury Bond ETF
SHV
$20.7B
$533K 0.28%
4,822
-1,184
CRWV
29
CoreWeave Inc
CRWV
$65.6B
$523K 0.28%
+3,821
LIT icon
30
Global X Lithium & Battery Tech ETF
LIT
$1.39B
$451K 0.24%
7,930
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$3.14T
$446K 0.24%
1,833
-1,355
VGSH icon
32
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$434K 0.23%
7,372
-216
SNOW icon
33
Snowflake
SNOW
$87.4B
$410K 0.22%
1,818
-596
CRWD icon
34
CrowdStrike
CRWD
$132B
$387K 0.21%
790
+174
BMNR
35
BitMine Immersion Technologies
BMNR
$8.75B
$373K 0.2%
+7,180
VIG icon
36
Vanguard Dividend Appreciation ETF
VIG
$99.1B
$350K 0.19%
1,622
RSP icon
37
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
$344K 0.18%
1,815
-60,468
SPTS icon
38
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
$334K 0.18%
+11,390
ASML icon
39
ASML
ASML
$401B
$322K 0.17%
+333
HIMS icon
40
Hims & Hers Health
HIMS
$11B
$319K 0.17%
5,623
+76
GEV icon
41
GE Vernova
GEV
$159B
$319K 0.17%
518
+10
DELL icon
42
Dell
DELL
$106B
$304K 0.16%
+2,145
NEM icon
43
Newmont
NEM
$91B
$298K 0.16%
3,536
-3,617
COIN icon
44
Coinbase
COIN
$91.1B
$285K 0.15%
+844
CEG icon
45
Constellation Energy
CEG
$122B
$268K 0.14%
814
+10
AMD icon
46
Advanced Micro Devices
AMD
$410B
$246K 0.13%
1,517
-2,202
NFLX icon
47
Netflix
NFLX
$464B
$239K 0.13%
199
REKR icon
48
Rekor Systems
REKR
$359M
$37.8K 0.02%
24,063
-70,775
ZETA icon
49
Zeta Global
ZETA
$4.47B
– –
-26,142
XLV icon
50
Health Care Select Sector SPDR Fund
XLV
$36B
– –
-90,806
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