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
$217M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.27M
3
+$759K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$655K
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$529K

Top Sells

1
+$872K
2
+$150K
3
+$88.6K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$67K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$66K

Sector Composition

1 Financials 0.88%
2 Technology 0.62%
3 Industrials 0.58%
4 Consumer Staples 0.57%
5 Consumer Discretionary 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4K ﹤0.01%
142
252
$4K ﹤0.01%
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253
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$4K ﹤0.01%
30
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$4K ﹤0.01%
28
256
$4K ﹤0.01%
74
257
$4K ﹤0.01%
140
258
$4K ﹤0.01%
74
259
$4K ﹤0.01%
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83
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$4K ﹤0.01%
100
264
$4K ﹤0.01%
55
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$4K ﹤0.01%
24
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$4K ﹤0.01%
50
267
$4K ﹤0.01%
57
268
$4K ﹤0.01%
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269
$4K ﹤0.01%
377
-800
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$4K ﹤0.01%
100
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$4K ﹤0.01%
60
272
$3K ﹤0.01%
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273
$3K ﹤0.01%
24
274
$3K ﹤0.01%
10
275
$3K ﹤0.01%
200
9 10
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12 13