LHWM
Lake Hills Wealth Management Portfolio holdings
AUM
$175M
This Quarter Return
-2.15%
1 Year Return
+14.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(-1.7%)
Cap. Flow
+$3.72M
Cap. Flow
% of AUM
2.68%
Top 10 Holdings %
Top 10 Hldgs %
73.12%
Holding
67
New
11
Increased
7
Reduced
20
Closed
28
Top Buys
| 1 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$15.3M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$9.04M |
| 3 |
SPDR Gold Trust
GLD
|
$8.5M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.61M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$6.41M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$7.78M |
| 2 |
iShares Semiconductor ETF
SOXX
|
$7.07M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.62M |
| 4 |
Vanguard Value ETF
VTV
|
$5.12M |
| 5 |
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% |
