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
251
$5K ﹤0.01%
100
252
$5K ﹤0.01%
70
253
$5K ﹤0.01%
130
254
$5K ﹤0.01%
85
255
$5K ﹤0.01%
500
256
$5K ﹤0.01%
15
257
$5K ﹤0.01%
325
258
$5K ﹤0.01%
77
259
$5K ﹤0.01%
101
260
$5K ﹤0.01%
61
261
$5K ﹤0.01%
13
262
$5K ﹤0.01%
100
263
$5K ﹤0.01%
36
264
$5K ﹤0.01%
205
265
$5K ﹤0.01%
400
266
$5K ﹤0.01%
87
267
$5K ﹤0.01%
43
268
$5K ﹤0.01%
67
269
$5K ﹤0.01%
76
270
$5K ﹤0.01%
280
271
$5K ﹤0.01%
100
272
$5K ﹤0.01%
129
273
$4K ﹤0.01%
110
274
$4K ﹤0.01%
31
275
$4K ﹤0.01%
67
9 10
11
12 13