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
276
$4K ﹤0.01%
100
277
$4K ﹤0.01%
261
278
$4K ﹤0.01%
384
279
$4K ﹤0.01%
103
280
$4K ﹤0.01%
204
281
$4K ﹤0.01%
40
282
$4K ﹤0.01%
200
283
$4K ﹤0.01%
77
284
$4K ﹤0.01%
10
285
$4K ﹤0.01%
132
286
$4K ﹤0.01%
39
287
$4K ﹤0.01%
201
288
$4K ﹤0.01%
37
289
$4K ﹤0.01%
25
290
$3K ﹤0.01%
250
291
$3K ﹤0.01%
100
292
$3K ﹤0.01%
50
293
$3K ﹤0.01%
20
294
$3K ﹤0.01%
40
295
$3K ﹤0.01%
45
+23
296
$3K ﹤0.01%
80
297
$3K ﹤0.01%
196
298
$3K ﹤0.01%
86
299
$3K ﹤0.01%
43
300
$3K ﹤0.01%
100
10 11
12
13 14