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
$111M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.09M
3
+$3.29M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.06M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$2.27M

Top Sells

1
+$4.38M
2
+$4.09M
3
+$3.4M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$3.22M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.01M

Sector Composition

1 Technology 4.73%
2 Consumer Discretionary 1.84%
3 Industrials 0.55%
4 Real Estate 0.38%
5 Communication Services 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,111
52
– –
-109,518
53
– –
-28,143
54
– –
-2,103
55
– –
-8,477
56
– –
-2,099
1 2
3