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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$17.8M
3
+$7.07M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.69M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.48%
2 Communication Services 1.9%
3 Consumer Discretionary 1.64%
4 Industrials 0.76%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.71%
+1,675
27
$920K 0.65%
+6,211
28
$878K 0.62%
+3,637
29
$795K 0.56%
+2,364
30
$794K 0.56%
+3,120
31
$767K 0.54%
+4,467
32
$766K 0.54%
+26,050
33
$760K 0.54%
+3,364
34
$662K 0.47%
+3,238
35
$553K 0.39%
+11,673
36
$522K 0.37%
+1,552
37
$471K 0.33%
+2,358
38
$432K 0.31%
+1,347
39
$377K 0.27%
+2,600
40
$354K 0.25%
+3,050
41
$335K 0.24%
+2,163
42
$334K 0.24%
+12,457
43
$311K 0.22%
+1,651
44
$306K 0.22%
+3,943
45
$297K 0.21%
+5,732
46
$269K 0.19%
+880
47
$266K 0.19%
+6,068
48
$259K 0.18%
+1,026
49
$253K 0.18%
+2,990
50
$245K 0.17%
+2,378
1
2
3