LHWM
Lake Hills Wealth Management Portfolio holdings
AUM
$175M
1-Year Return
14.06%
This Quarter Return
+10.63%
1 Year Return
+14.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$175M
AUM Growth
+$29.9M
(+21%)
Cap. Flow
+$26.2M
Cap. Flow
% of AUM
14.97%
Top 10 Holdings %
Top 10 Hldgs %
72.27%
Holding
69
New
26
Increased
14
Reduced
10
Closed
15
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$31.4M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$17.2M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$12.2M |
| 4 |
iShares Silver Trust
SLV
|
$6.66M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$6.54M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$16.6M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$8.17M |
| 3 |
SPDR S&P Metals & Mining ETF
XME
|
$6.98M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$6.49M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$6.08M |
Sector Composition
| 1 | Technology | 4.11% |
| 2 | Consumer Discretionary | 1.43% |
| 3 | Industrials | 1.18% |
| 4 | Communication Services | 0.99% |
| 5 | Financials | 0.9% |
