LSPW
Lake Street Private Wealth Portfolio holdings
AUM
$703M
1-Year Return
19.58%
This Quarter Return
+10.83%
1 Year Return
+19.58%
3 Year Return
+80.41%
5 Year Return
+126.09%
10 Year Return
–
AUM
$635M
AUM Growth
+$79M
(+14%)
Cap. Flow
+$27.9M
Cap. Flow
% of AUM
4.39%
Top 10 Holdings %
Top 10 Hldgs %
29.76%
Holding
322
New
38
Increased
115
Reduced
134
Closed
19
Top Buys
| 1 |
Boeing
BA
|
$3.7M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.6M |
| 3 |
Vanguard Value ETF
VTV
|
$2.57M |
| 4 |
Vanguard Growth ETF
VUG
|
$2.42M |
| 5 |
Mastercard
MA
|
$2.14M |
Top Sells
| 1 |
Cigna
CI
|
$2.8M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$2.57M |
| 3 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$2.45M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$2.01M |
| 5 |
Medtronic
MDT
|
$1.74M |
Sector Composition
| 1 | Technology | 19.93% |
| 2 | Financials | 7.51% |
| 3 | Communication Services | 5.86% |
| 4 | Healthcare | 5.67% |
| 5 | Consumer Discretionary | 4.99% |
