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LSPW

Lake Street Private Wealth Portfolio holdings

AUM $785M
1-Year Est. Return 21.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$484M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.95M
3
+$2.54M
4
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$2.5M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$2.26M

Top Sells

1
+$3.85M
2
+$2.78M
3
+$2.47M
4
DFIP icon
Dimensional Inflation-Protected Securities ETF
DFIP
+$2.31M
5
VZ icon
Verizon
VZ
+$1.54M

Sector Composition

1 Technology 14.38%
2 Healthcare 8.97%
3 Financials 7.63%
4 Consumer Discretionary 5.76%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16.8K ﹤0.01%
251
+1
277
$3.68K ﹤0.01%
687
278
$3.28K ﹤0.01%
160
279
$54 ﹤0.01%
10,000
280
– –
-173,643
281
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-32,501
282
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-1,600
283
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284
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-56,781
285
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-8,813
286
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287
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-56,304
288
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-9,977
289
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-4,487
290
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291
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-1,027
292
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-8,935
293
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294
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295
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296
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297
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300
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-6,895
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