LWMG

Lakeside Wealth Management Group Portfolio holdings

AUM $2.92M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.15M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$586K
3
+$557K
4
PG icon
Procter & Gamble
PG
+$355K
5
EXC icon
Exelon
EXC
+$259K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.14%
2 Consumer Staples 11.26%
3 Utilities 8.21%
4 Real Estate 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$616K 19.53%
+14,363
2
$586K 18.58%
+5,262
3
$557K 17.66%
+5,490
4
$355K 11.26%
+3,960
5
$259K 8.21%
+10,919
6
$244K 7.74%
+3,812
7
$230K 7.29%
+9,386
8
$202K 6.4%
+1,422
9
$105K 3.33%
+10,500