LSPW
Lake Street Private Wealth Portfolio holdings
AUM
$703M
1-Year Return
19.58%
This Quarter Return
-2.02%
1 Year Return
+19.58%
3 Year Return
+80.41%
5 Year Return
+126.09%
10 Year Return
–
AUM
$614M
AUM Growth
-$11.9M
(-1.9%)
Cap. Flow
+$9.13M
Cap. Flow
% of AUM
1.49%
Top 10 Holdings %
Top 10 Hldgs %
33.37%
Holding
262
New
16
Increased
113
Reduced
99
Closed
16
Top Buys
| 1 |
PSQO
Palmer Square Credit Opportunities ETF
PSQO
|
+$5.62M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
+$4.51M |
| 3 |
iShares MSCI China ETF
MCHI
|
+$4.46M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$3.34M |
| 5 |
Snowflake
SNOW
|
+$2.28M |
Top Sells
| 1 |
WisdomTree US LargeCap Dividend Fund
DLN
|
+$6.09M |
| 2 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$5.45M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$2.69M |
| 4 |
Comcast
CMCSA
|
+$2.54M |
| 5 |
Apple
AAPL
|
+$2.38M |
Sector Composition
| 1 | Technology | 17.92% |
| 2 | Financials | 7.67% |
| 3 | Communication Services | 4.5% |
| 4 | Consumer Discretionary | 3.79% |
| 5 | Industrials | 3.6% |
