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
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$5.12M
3
+$4.7M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$4.16M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$3.7M

Top Sells

1
+$3.5M
2
+$2.27M
3
+$2.01M
4
URA icon
Global X Uranium ETF
URA
+$732K
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$553K

Sector Composition

1 Technology 4.37%
2 Consumer Discretionary 1.77%
3 Industrials 0.45%
4 Energy 0.43%
5 Real Estate 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,400
52
– –
-25,397
1 2
3