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
$146M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$2.79M
3
+$2.07M
4
ETHA
iShares Ethereum Trust ETF
ETHA
+$1.78M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.51M

Top Sells

1
+$7.53M
2
+$4.1M
3
+$2.37M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.33M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$683K

Sector Composition

1 Technology 3.69%
2 Consumer Discretionary 1.94%
3 Industrials 1.21%
4 Energy 0.61%
5 Materials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.47%
16,828
+532
27
$2.11M 1.44%
27,867
+1,845
28
$2.1M 1.43%
12,386
-398
29
$2.07M 1.42%
+54,295
30
$1.85M 1.26%
8,442
-28
31
$1.78M 1.21%
+70,210
32
$1.64M 1.12%
61,337
+20,756
33
$1.51M 1.03%
+6,819
34
$1.37M 0.94%
10,207
+42
35
$1.36M 0.93%
2,317
-8
36
$990K 0.68%
10,832
-25,874
37
$823K 0.56%
1,527
38
$723K 0.49%
3,960
39
$671K 0.46%
6,090
-1,767
40
$457K 0.31%
44,596
-2,320
41
$451K 0.31%
14,812
-19,298
42
$449K 0.31%
5,295
-126
43
$417K 0.28%
+7,322
44
$414K 0.28%
+4,436
45
$404K 0.28%
3,294
+995
46
$374K 0.26%
+17,720
47
$332K 0.23%
+17,924
48
$324K 0.22%
+7,955
49
$318K 0.22%
1,622
50
$315K 0.21%
537
+30
1
2
3