LSPW
Lake Street Private Wealth Portfolio holdings
AUM
$703M
1-Year Return
19.58%
This Quarter Return
+19.84%
1 Year Return
+19.58%
3 Year Return
+80.41%
5 Year Return
+126.09%
10 Year Return
–
AUM
$270M
AUM Growth
+$50.3M
(+23%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
4.1%
Top 10 Holdings %
Top 10 Hldgs %
32.76%
Holding
158
New
17
Increased
73
Reduced
54
Closed
7
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$2.03M |
| 2 |
Goldman Sachs
GS
|
+$1.76M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.35M |
| 4 |
SPDR Gold Trust
GLD
|
+$1.35M |
| 5 |
Cigna
CI
|
+$1.28M |
Top Sells
| 1 |
Walt Disney
DIS
|
+$1.78M |
| 2 |
Toronto Dominion Bank
TD
|
+$1.38M |
| 3 |
Blackstone
BX
|
+$1.02M |
| 4 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$994K |
| 5 |
VanEck Short High Yield Muni ETF
SHYD
|
+$626K |
Sector Composition
| 1 | Technology | 18.28% |
| 2 | Communication Services | 7.76% |
| 3 | Consumer Discretionary | 7.68% |
| 4 | Financials | 6.83% |
| 5 | Healthcare | 5.76% |
