LHWM
Lake Hills Wealth Management Portfolio holdings
AUM
$175M
This Quarter Return
+0.97%
1 Year Return
+14.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(-3.1%)
Cap. Flow
+$1.31M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
82.69%
Holding
44
New
5
Increased
7
Reduced
13
Closed
18
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$21.9M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$12.9M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$5.4M |
| 4 |
ProShares Short High Yield
SJB
|
$3.82M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.63M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$12.8M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$11.8M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$8.43M |
| 4 |
Invesco QQQ Trust
QQQ
|
$5M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.15M |
Sector Composition
| 1 | Technology | 2.39% |
| 2 | Industrials | 0.67% |
| 3 | Consumer Discretionary | 0.62% |
| 4 | Communication Services | 0% |
| 5 | Consumer Staples | 0% |
