LPWM
Lake Point Wealth Management Portfolio holdings
AUM
$176M
1-Year Return
11.96%
This Quarter Return
+3.67%
1 Year Return
-11.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$214M
AUM Growth
–
Cap. Flow
+$214M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
93.31%
Holding
449
New
449
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.86% |
| 2 | Technology | 0.67% |
| 3 | Consumer Staples | 0.65% |
| 4 | Industrials | 0.59% |
| 5 | Consumer Discretionary | 0.49% |
