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
$149M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$2.97M
3
+$2.1M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.46M
5
URA icon
Global X Uranium ETF
URA
+$1.16M

Top Sells

1
+$6.57M
2
+$2.07M
3
+$983K
4
NVDA icon
NVIDIA
NVDA
+$834K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$350K

Sector Composition

1 Technology 3.55%
2 Consumer Discretionary 1.76%
3 Industrials 0.84%
4 Energy 0.56%
5 Materials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 1.43%
64,355
-4,103
27
$2.1M 1.41%
+26,022
28
$2.09M 1.4%
16,296
-711
29
$1.58M 1.06%
8,470
+474
30
$1.42M 0.95%
34,110
+18,470
31
$1.34M 0.9%
2,325
32
$1.23M 0.83%
10,165
-6,865
33
$1.16M 0.78%
+40,581
34
$869K 0.58%
7,857
+1,784
35
$815K 0.55%
3,960
+388
36
$806K 0.54%
1,527
+385
37
$575K 0.39%
5,421
-411
38
$543K 0.36%
5,392
-9,757
39
$446K 0.3%
+46,916
40
$334K 0.22%
9,464
+3,045
41
$321K 0.22%
1,622
42
$310K 0.21%
2,299
-146
43
$290K 0.19%
507
44
$274K 0.18%
+2,341
45
$271K 0.18%
+1,427
46
$257K 0.17%
6,998
+235
47
$245K 0.16%
604
-130
48
$240K 0.16%
+3,844
49
$229K 0.15%
+2,586
50
$216K 0.14%
+1,843
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