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

Top Buys

1
+$66.9M
2
+$30.5M
3
+$27.2M
4
SMMD icon
iShares Russell 2500 ETF
SMMD
+$26.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$13.9M

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%
+100
227
$6K ﹤0.01%
+150
228
$6K ﹤0.01%
+50
229
$6K ﹤0.01%
+150
230
$6K ﹤0.01%
+100
231
$6K ﹤0.01%
+75
232
$6K ﹤0.01%
+84
233
$6K ﹤0.01%
+161
234
$6K ﹤0.01%
+60
235
$6K ﹤0.01%
+10
236
$6K ﹤0.01%
+100
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%
+1,017
245
$5K ﹤0.01%
+85
246
$5K ﹤0.01%
+20
247
$5K ﹤0.01%
+50
248
$5K ﹤0.01%
+333
249
$5K ﹤0.01%
+9
250
$5K ﹤0.01%
+60
8 9
10
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