LPWM

Lake Point Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 11.96%
This Quarter Est. Return
1 Year Est. Return
-11.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$76.7K
2
+$1.75K
3
+$1.53K

Top Sells

1
+$173K
2
+$1K

Sector Composition

1 Financials 0.59%
2 Energy 0.49%
3 Technology 0.33%
4 Consumer Staples 0.31%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7K ﹤0.01%
313
227
$7K ﹤0.01%
240
228
$7K ﹤0.01%
39
229
$7K ﹤0.01%
33
230
$7K ﹤0.01%
350
231
$7K ﹤0.01%
81
232
$7K ﹤0.01%
166
233
$7K ﹤0.01%
217
234
$7K ﹤0.01%
30
235
$7K ﹤0.01%
68
236
$7K ﹤0.01%
83
237
$6K ﹤0.01%
74
238
$6K ﹤0.01%
150
239
$6K ﹤0.01%
70
240
$6K ﹤0.01%
147
241
$6K ﹤0.01%
1,208
242
$6K ﹤0.01%
216
243
$6K ﹤0.01%
100
244
$6K ﹤0.01%
130
245
$6K ﹤0.01%
72
246
$6K ﹤0.01%
198
247
$6K ﹤0.01%
45
248
$6K ﹤0.01%
133
249
$6K ﹤0.01%
66
250
$6K ﹤0.01%
127
8 9
10
11 12