LHWM
Lake Hills Wealth Management Portfolio holdings
AUM
$187M
1-Year Est. Return
17.16%
1 Year Est. Return
+17.16%
AUM
$187M
AUM Growth
+$12.6M
(+7.2%)
Holding
65
Top Buys
| 1 | +$29.9M | |
| 2 | +$7.89M | |
| 3 | +$6.61M | |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
+$4.53M |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$4.05M |
Top Sells
| 1 | +$17.2M | |
| 2 | +$12.2M | |
| 3 | +$11.5M | |
| 4 |
iShares MSCI India ETF
INDA
|
+$6.06M |
| 5 |
iShares Semiconductor ETF
SOXX
|
+$5.99M |
Sector Composition
| 1 | Technology | 3.51% |
| 2 | Consumer Discretionary | 1.23% |
| 3 | Industrials | 1.1% |
| 4 | Communication Services | 0.86% |
| 5 | Financials | 0.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Trupanion
TRUP
$1.88B
| – | – |
-3,691
|
|
||
|
52
iShares Semiconductor ETF
SOXX
$16.1B
| – | – |
-25,105
|
|
||
53
Sezzle
SEZL
$2.62B
| – | – |
-6,017
|
|
||
54
Oscar Health
OSCR
$4.99B
| – | – |
-23,426
|
|
||
55
Okta
OKTA
$15.7B
| – | – |
-5,348
|
|
||
56
KLA
KLAC
$156B
| – | – |
-290
|
|
||
57
iShares Russell 2000 ETF
IWM
$71.6B
| – | – |
-79,743
|
|
||
|
58
iShares MSCI India ETF
INDA
$9.58B
| – | – |
-108,764
|
|
||
59
Robinhood
HOOD
$124B
| – | – |
-3,102
|
|
||
60
GoDaddy
GDDY
$18.1B
| – | – |
-1,625
|
|
||
61
First Solar
FSLR
$25.9B
| – | – |
-2,623
|
|
||
62
Freeport-McMoran
FCX
$59.4B
| – | – |
-11,454
|
|
||
63
Chipotle Mexican Grill
CMG
$55.2B
| – | – |
-9,268
|
|
||
64
CCC Intelligent Solutions
CCCS
$5.93B
| – | – |
-62,932
|
|
||
65
Applied Digital
APLD
$9.35B
| – | – |
-18,224
|
|