LSPW

Lake Street Private Wealth Portfolio holdings

AUM $776M
1-Year Est. Return 23%
This Quarter Est. Return
1 Year Est. Return
+23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$2.55M
3
+$2.49M
4
COMB icon
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
+$1.85M
5
MDT icon
Medtronic
MDT
+$1.76M

Top Sells

1
+$3.09M
2
+$2.15M
3
+$1.76M
4
SBNY
Signature Bank
SBNY
+$1.41M
5
DBMF icon
iMGP DBi Managed Futures Strategy ETF
DBMF
+$1.32M

Sector Composition

1 Technology 16.08%
2 Healthcare 7.31%
3 Financials 6.8%
4 Communication Services 5.27%
5 Consumer Discretionary 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.81M 0.52%
12,285
+4,817
52
$2.74M 0.51%
7,295
-8,218
53
$2.73M 0.51%
25,666
+11,189
54
$2.71M 0.5%
24,693
+6,190
55
$2.68M 0.5%
70,604
-629
56
$2.65M 0.49%
11,670
+1,337
57
$2.61M 0.49%
14,272
+1,171
58
$2.59M 0.48%
16,831
-88
59
$2.57M 0.48%
7,476
+598
60
$2.56M 0.48%
73,952
+562
61
$2.55M 0.48%
+105,696
62
$2.55M 0.48%
115,100
+3,500
63
$2.53M 0.47%
6,561
+37
64
$2.52M 0.47%
8,555
-218
65
$2.51M 0.47%
19,667
-1,472
66
$2.49M 0.46%
+140,600
67
$2.48M 0.46%
15,171
-342
68
$2.41M 0.45%
24,178
+58
69
$2.38M 0.44%
18,639
-563
70
$2.35M 0.44%
285,721
+19,650
71
$2.34M 0.44%
53,454
+4,192
72
$2.25M 0.42%
8,814
-3,509
73
$2.21M 0.41%
10,518
+828
74
$2.16M 0.4%
41,413
+2,172
75
$2.15M 0.4%
29,172
+2,087
1 2
3
4 5