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
251
$5K ﹤0.01%
+50
252
$5K ﹤0.01%
+333
253
$5K ﹤0.01%
+9
254
$5K ﹤0.01%
+60
255
$5K ﹤0.01%
+108
256
$5K ﹤0.01%
+100
257
$4K ﹤0.01%
+70
258
$4K ﹤0.01%
+30
259
$4K ﹤0.01%
+150
260
$4K ﹤0.01%
+207
261
$4K ﹤0.01%
+24
262
$4K ﹤0.01%
+15
263
$4K ﹤0.01%
+74
264
$4K ﹤0.01%
+140
265
$4K ﹤0.01%
+74
266
$4K ﹤0.01%
+100
267
$4K ﹤0.01%
+100
268
$4K ﹤0.01%
+71
269
$4K ﹤0.01%
+55
270
$4K ﹤0.01%
+24
271
$4K ﹤0.01%
+112
272
$4K ﹤0.01%
+100
273
$4K ﹤0.01%
+100
274
$4K ﹤0.01%
+30
275
$4K ﹤0.01%
+112
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