LHWM
Lake Hills Wealth Management Portfolio holdings
AUM
$175M
This Quarter Return
+0.11%
1 Year Return
+14.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.8M
AUM Growth
+$91.8M
(-4.2%)
Cap. Flow
-$4.2M
Cap. Flow
% of AUM
-4.57%
Top 10 Holdings %
Top 10 Hldgs %
59.37%
Holding
48
New
19
Increased
4
Reduced
12
Closed
7
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$5.06M |
| 2 |
SPDR Gold Trust
GLD
|
$4.09M |
| 3 |
ProShares Short QQQ
PSQ
|
$3.87M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$3.64M |
| 5 |
iShares Silver Trust
SLV
|
$2.91M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$12.5M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$8.26M |
| 3 |
ProShares Short Russell2000
RWM
|
$5.17M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$3.49M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.34M |
Sector Composition
| 1 | Technology | 4.64% |
| 2 | Industrials | 1.37% |
| 3 | Consumer Discretionary | 1.12% |
| 4 | Energy | 0.48% |
| 5 | Communication Services | 0.36% |
