LSPW
Lake Street Private Wealth Portfolio holdings
AUM
$703M
1-Year Return
19.58%
This Quarter Return
+12.25%
1 Year Return
+19.58%
3 Year Return
+80.41%
5 Year Return
+126.09%
10 Year Return
–
AUM
$346M
AUM Growth
+$48.6M
(+16%)
Cap. Flow
+$18.6M
Cap. Flow
% of AUM
5.36%
Top 10 Holdings %
Top 10 Hldgs %
30.26%
Holding
199
New
39
Increased
92
Reduced
58
Closed
5
Top Buys
| 1 |
iShares Russell Mid-Cap ETF
IWR
|
+$4.37M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$3.73M |
| 3 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$2.38M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.23M |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$1.22M |
Top Sells
| 1 |
Bank of America Series L
BAC.PRL
|
+$4.57M |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
+$4.32M |
| 3 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
+$3.88M |
| 4 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
+$2.82M |
| 5 |
AT&T
T
|
+$1.59M |
Sector Composition
| 1 | Technology | 18.23% |
| 2 | Consumer Discretionary | 8.16% |
| 3 | Communication Services | 7.07% |
| 4 | Financials | 6.94% |
| 5 | Healthcare | 6.15% |
