LSPW
Lake Street Private Wealth Portfolio holdings
AUM
$703M
1-Year Return
19.58%
This Quarter Return
+7.77%
1 Year Return
+19.58%
3 Year Return
+80.41%
5 Year Return
+126.09%
10 Year Return
–
AUM
$393M
AUM Growth
+$31.1M
(+8.6%)
Cap. Flow
+$3.95M
Cap. Flow
% of AUM
1.01%
Top 10 Holdings %
Top 10 Hldgs %
28.37%
Holding
219
New
17
Increased
99
Reduced
76
Closed
8
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.96M |
| 2 |
WisdomTree US LargeCap Dividend Fund
DLN
|
$1.88M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$1.86M |
| 4 |
Vanguard Value ETF
VTV
|
$1.45M |
| 5 |
CGC
Canopy Growth
CGC
|
$1.4M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$2.93M |
| 2 |
Stryker
SYK
|
$1.64M |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.54M |
| 4 |
SPLK
Splunk Inc
SPLK
|
$1.37M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.08M |
Sector Composition
| 1 | Technology | 17.85% |
| 2 | Financials | 8% |
| 3 | Consumer Discretionary | 7.84% |
| 4 | Communication Services | 7.45% |
| 5 | Healthcare | 5.77% |
