LHWM
Lake Hills Wealth Management Portfolio holdings
AUM
$175M
This Quarter Return
-0.33%
1 Year Return
+14.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$95.8M
AUM Growth
+$95.8M
(-4.5%)
Cap. Flow
-$4.8M
Cap. Flow
% of AUM
-5.01%
Top 10 Holdings %
Top 10 Hldgs %
78.19%
Holding
42
New
3
Increased
13
Reduced
10
Closed
13
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$17M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$15.9M |
| 3 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$4.87M |
| 4 |
ProShares Short Russell2000
RWM
|
$3.75M |
| 5 |
ProShares Short S&P500
SH
|
$3.37M |
Top Sells
Sector Composition
| 1 | Technology | 3.19% |
| 2 | Industrials | 1.23% |
| 3 | Consumer Discretionary | 0.85% |
| 4 | Communication Services | 0.45% |
