LSPW
Lake Street Private Wealth Portfolio holdings
AUM
$703M
1-Year Est. Return
19.58%
1 Year Est. Return
+19.58%
AUM
$703M
AUM Growth
+$88.7M
(+14%)
Holding
276
Top Buys
| 1 | +$6.42M | |
| 2 | +$4.25M | |
| 3 | +$3.78M | |
| 4 |
PSQO
Palmer Square Credit Opportunities ETF
PSQO
|
+$3.13M |
| 5 |
Snowflake
SNOW
|
+$2.89M |
Top Sells
| 1 | +$5.38M | |
| 2 | +$3.02M | |
| 3 | +$2.54M | |
| 4 |
PayPal
PYPL
|
+$2.35M |
| 5 |
Freeport-McMoran
FCX
|
+$2.27M |
Sector Composition
| 1 | Technology | 20.54% |
| 2 | Financials | 6.9% |
| 3 | Communication Services | 4.7% |
| 4 | Healthcare | 4.16% |
| 5 | Consumer Discretionary | 3.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Uranium Energy
UEC
$7.73B
| – | – |
-374,808
|
|