LSPW
Lake Street Private Wealth Portfolio holdings
AUM
$703M
1-Year Return
19.58%
This Quarter Return
+8.29%
1 Year Return
+19.58%
3 Year Return
+80.41%
5 Year Return
+126.09%
10 Year Return
–
AUM
$536M
AUM Growth
+$52.4M
(+11%)
Cap. Flow
+$24.4M
Cap. Flow
% of AUM
4.56%
Top 10 Holdings %
Top 10 Hldgs %
26.53%
Holding
299
New
18
Increased
131
Reduced
118
Closed
12
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$4.96M |
| 2 |
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
|
+$2.55M |
| 3 |
Starwood Property Trust
STWD
|
+$2.49M |
| 4 |
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
|
+$1.85M |
| 5 |
Medtronic
MDT
|
+$1.76M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.09M |
| 2 |
Apple
AAPL
|
+$2.15M |
| 3 |
Humana
HUM
|
+$1.76M |
| 4 |
SBNY
Signature Bank
SBNY
|
+$1.41M |
| 5 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
+$1.32M |
Sector Composition
| 1 | Technology | 16.08% |
| 2 | Healthcare | 7.31% |
| 3 | Financials | 6.8% |
| 4 | Communication Services | 5.27% |
| 5 | Consumer Discretionary | 5.21% |
