LHWM

Lake Hills Wealth Management Portfolio holdings

AUM $179M
1-Year Est. Return 32.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$12.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$7.08M
3
+$6M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.04M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$4.03M

Top Sells

1
+$17.2M
2
+$12.2M
3
+$11.3M
4
INDA icon
iShares MSCI India ETF
INDA
+$6.06M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$5.99M

Sector Composition

1 Technology 3.51%
2 Consumer Discretionary 1.23%
3 Industrials 1.1%
4 Communication Services 0.86%
5 Financials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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