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
$139M
AUM Growth
-$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$9.04M
3
+$8.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.61M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$6.41M

Top Sells

1
+$7.78M
2
+$7.07M
3
+$6.62M
4
VTV icon
Vanguard Value ETF
VTV
+$5.12M
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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