LHWM
Lake Hills Wealth Management Portfolio holdings
AUM
$175M
This Quarter Return
+1.45%
1 Year Return
+14.06%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$100M
AUM Growth
–
Cap. Flow
+$100M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64%
Holding
42
New
39
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.27% |
| 2 | Industrials | 1.18% |
| 3 | Consumer Discretionary | 0.67% |
| 4 | Communication Services | 0.34% |
