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
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$29.6M
3
+$27.8M
4
SMMD icon
iShares Russell 2500 ETF
SMMD
+$27.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$14.1M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
+150
227
$6K ﹤0.01%
+100
228
$6K ﹤0.01%
+75
229
$6K ﹤0.01%
+84
230
$6K ﹤0.01%
+60
231
$6K ﹤0.01%
+10
232
$6K ﹤0.01%
+100
233
$6K ﹤0.01%
+85
234
$6K ﹤0.01%
+50
235
$6K ﹤0.01%
+100
236
$6K ﹤0.01%
+161
237
$5K ﹤0.01%
+200
238
$5K ﹤0.01%
+40
239
$5K ﹤0.01%
+400
240
$5K ﹤0.01%
+225
241
$5K ﹤0.01%
+53
242
$5K ﹤0.01%
+119
243
$5K ﹤0.01%
+100
244
$5K ﹤0.01%
+15
245
$5K ﹤0.01%
+100
246
$5K ﹤0.01%
+46
247
$5K ﹤0.01%
+75
248
$5K ﹤0.01%
+1,017
249
$5K ﹤0.01%
+85
250
$5K ﹤0.01%
+20
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