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
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$24.2M
2
+$17.8M
3
+$7.07M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.69M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.29M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.48%
2 Communication Services 1.9%
3 Consumer Discretionary 1.64%
4 Industrials 0.76%
5 Financials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$241K 0.17%
+945
52
$228K 0.16%
+480
53
$226K 0.16%
+1,104
54
$225K 0.16%
+1,229
55
$221K 0.16%
+2,291
56
$200K 0.14%
+877
1 2
3