LHWM

Lake Hills Wealth Management Portfolio holdings

AUM $192M
1-Year Est. Return 25.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$15.1M
2
+$9.17M
3
+$8.25M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.95M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.15M

Top Sells

1
+$7.62M
2
+$7.07M
3
+$6.53M
4
VTV icon
Vanguard Value ETF
VTV
+$5.06M
5
AMLP icon
Alerian MLP ETF
AMLP
+$5.03M

Sector Composition

1 Technology 4%
2 Consumer Discretionary 0.93%
3 Industrials 0.74%
4 Communication Services 0.36%
5 Consumer Staples 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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66
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67
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