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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
51
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52
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53
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54
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55
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-79,743
56
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57
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58
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59
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-6,017
60
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61
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62
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-90,806
63
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-26,142
64
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-18,224
65
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-62,932
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