LSPW

Lake Street Private Wealth Portfolio holdings

AUM $817M
1-Year Est. Return 21.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$614M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.52M
3
+$4.22M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$3.33M
5
SNOW icon
Snowflake
SNOW
+$2.65M

Top Sells

1
+$6.12M
2
+$5.55M
3
+$2.83M
4
CMCSA icon
Comcast
CMCSA
+$2.54M
5
AAPL icon
Apple
AAPL
+$2.48M

Sector Composition

1 Technology 17.92%
2 Financials 7.67%
3 Communication Services 4.5%
4 Healthcare 3.87%
5 Consumer Discretionary 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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