LSPW
Lake Street Private Wealth Portfolio holdings
AUM
$703M
1-Year Return
19.58%
This Quarter Return
-13.87%
1 Year Return
+19.58%
3 Year Return
+80.41%
5 Year Return
+126.09%
10 Year Return
–
AUM
$469M
AUM Growth
-$84.5M
(-15%)
Cap. Flow
+$98K
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
26.39%
Holding
342
New
22
Increased
134
Reduced
110
Closed
49
Top Buys
| 1 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
+$3.94M |
| 2 |
AbbVie
ABBV
|
+$2.38M |
| 3 |
Allstate
ALL
|
+$1.88M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.79M |
| 5 |
Atmos Energy
ATO
|
+$1.77M |
Top Sells
| 1 |
iShares MSCI Japan ETF
EWJ
|
+$3.39M |
| 2 |
NextEra Energy, Inc.
NEE
|
+$2.54M |
| 3 |
Norfolk Southern
NSC
|
+$2.39M |
| 4 |
PHD
Pioneer Floating Rate Fund
PHD
|
+$2.19M |
| 5 |
Invesco Ultra Short Duration ETF
GSY
|
+$1.76M |
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Financials | 8.29% |
| 3 | Healthcare | 7.78% |
| 4 | Communication Services | 5.99% |
| 5 | Consumer Discretionary | 5.76% |
