LSPW
Lake Street Private Wealth Portfolio holdings
AUM
$776M
1-Year Est. Return
23%
1 Year Est. Return
+23%
AUM
$776M
AUM Growth
+$73M
(+10%)
Holding
282
Top Buys
| 1 | +$4.39M | |
| 2 | +$2.11M | |
| 3 | +$1.91M | |
| 4 |
Invesco Ultra Short Duration ETF
GSY
|
+$1.8M |
| 5 |
Alerian MLP ETF
AMLP
|
+$1.4M |
Top Sells
| 1 | +$5.13M | |
| 2 | +$4.53M | |
| 3 | +$902K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$869K |
| 5 |
Medical Properties Trust
MPW
|
+$532K |
Sector Composition
| 1 | Technology | 21.84% |
| 2 | Financials | 6.76% |
| 3 | Communication Services | 4.97% |
| 4 | Healthcare | 4.45% |
| 5 | Consumer Discretionary | 3.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Tilray
TLRY
$908M
| $20.1K | ﹤0.01% |
11,626
-6,250
|
|
||
|
ATIP.WS
277
DELISTED
ATI Physical Therapy, Inc. Warrants, each whole warrant exercisable for one share of Class A common stock at an exercise price of $11.50 per share
ATIP.WS
| $9 | ﹤0.01% |
10,000
|
|
||
278
JPMorgan BetaBuilders International Equity ETF
BBIN
$5.91B
| – | – |
-13,364
|
|
||
279
Fortinet
FTNT
$60.8B
| – | – |
-2,485
|
|
||
280
GE HealthCare
GEHC
$36.1B
| – | – |
-2,821
|
|
||
281
SoundHound AI
SOUN
$4.84B
| – | – |
-7,000
|
|
||
282
Waste Management
WM
$87B
| – | – |
-922
|
|