LPWM

Lake Point Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 11.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.87%
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
774
New
Increased
Reduced
Closed

Top Buys

1
+$76.1K
2
+$2.38K
3
+$2.19K
4
CRWD icon
CrowdStrike
CRWD
+$2.11K
5
MFGP
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
+$1.82K

Top Sells

1
+$169K

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%
244
227
$7K ﹤0.01%
258
228
$7K ﹤0.01%
240
229
$7K ﹤0.01%
166
230
$7K ﹤0.01%
217
231
$7K ﹤0.01%
30
232
$7K ﹤0.01%
68
233
$7K ﹤0.01%
83
234
$7K ﹤0.01%
39
235
$7K ﹤0.01%
81
236
$6K ﹤0.01%
74
237
$6K ﹤0.01%
150
238
$6K ﹤0.01%
70
239
$6K ﹤0.01%
147
240
$6K ﹤0.01%
1,208
241
$6K ﹤0.01%
216
242
$6K ﹤0.01%
100
243
$6K ﹤0.01%
130
244
$6K ﹤0.01%
72
245
$6K ﹤0.01%
198
246
$6K ﹤0.01%
45
247
$6K ﹤0.01%
133
248
$6K ﹤0.01%
66
249
$6K ﹤0.01%
127
250
$5K ﹤0.01%
87
8 9
10
11 12