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
276
$4K ﹤0.01%
+10
277
$4K ﹤0.01%
+88
278
$4K ﹤0.01%
+142
279
$4K ﹤0.01%
+118
280
$4K ﹤0.01%
+15
281
$4K ﹤0.01%
+100
282
$4K ﹤0.01%
+50
283
$4K ﹤0.01%
+76
284
$4K ﹤0.01%
+250
285
$4K ﹤0.01%
+73
286
$3K ﹤0.01%
+10
287
$3K ﹤0.01%
+50
288
$3K ﹤0.01%
+40
289
$3K ﹤0.01%
+33
290
$3K ﹤0.01%
+83
291
$3K ﹤0.01%
+50
292
$3K ﹤0.01%
+30
293
$3K ﹤0.01%
+40
294
$3K ﹤0.01%
+150
295
$3K ﹤0.01%
+10
296
$3K ﹤0.01%
+254
297
$3K ﹤0.01%
+100
298
$3K ﹤0.01%
+57
299
$3K ﹤0.01%
+13
300
$3K ﹤0.01%
+20
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