LSPW

Lake Street Private Wealth Portfolio holdings

AUM $817M
1-Year Est. Return 21.54%
This Quarter Est. Return
1 Year Est. Return
+21.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$703M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$6.42M
2
+$4.25M
3
+$3.78M
4
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$3.13M
5
SNOW icon
Snowflake
SNOW
+$2.89M

Top Sells

1
+$5.38M
2
+$3.02M
3
+$2.54M
4
PYPL icon
PayPal
PYPL
+$2.35M
5
FCX icon
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
51
$4.81M 0.68%
88,380
+2,618
52
$4.61M 0.66%
83,682
+1,759
53
$4.57M 0.65%
9,141
+389
54
$4.56M 0.65%
75,913
+2,477
55
$4.49M 0.64%
9,590
+69
56
$4.21M 0.6%
45,434
+1,965
57
$3.98M 0.57%
164,204
+9,335
58
$3.69M 0.53%
73,590
+41,005
59
$3.68M 0.52%
37,086
+4,687
60
$3.61M 0.51%
370,275
-17,775
61
$3.6M 0.51%
2,970
-85
62
$3.53M 0.5%
15,514
-7
63
$3.07M 0.44%
101,485
+3,675
64
$2.67M 0.38%
13,066
-242
65
$2.62M 0.37%
+44,747
66
$2.61M 0.37%
21,796
-474
67
$2.57M 0.37%
4,161
-18
68
$2.5M 0.36%
51,179
+3,114
69
$2.49M 0.35%
208,900
+68,150
70
$2.47M 0.35%
138,592
-41,377
71
$2.33M 0.33%
7,969
+360
72
$2.17M 0.31%
50,260
+2,368
73
$2.14M 0.3%
15,960
+3,090
74
$2.06M 0.29%
18,787
+1,111
75
$2.04M 0.29%
6,906
-118
1 2
3
4 5