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
$288M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$76.1K
2
+$2.38K
3
+$2.19K
4
CRWD icon
CrowdStrike
CRWD
+$2.11K
5
MFGP
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
+$1.82K

Top Sells

1
+$169K

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%
67
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100
278
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279
$4K ﹤0.01%
384
280
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103
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204
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40
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200
284
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78
285
$4K ﹤0.01%
10
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132
287
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39
288
$4K ﹤0.01%
201
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$3K ﹤0.01%
80
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20
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$3K ﹤0.01%
40
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108
+55
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$3K ﹤0.01%
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$3K ﹤0.01%
86
296
$3K ﹤0.01%
43
297
$3K ﹤0.01%
95
298
$3K ﹤0.01%
57
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$3K ﹤0.01%
78
300
$3K ﹤0.01%
25
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