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
301
$3K ﹤0.01%
95
302
$3K ﹤0.01%
57
303
$3K ﹤0.01%
78
304
$3K ﹤0.01%
25
305
$3K ﹤0.01%
30
306
$3K ﹤0.01%
34
307
$3K ﹤0.01%
144
308
$3K ﹤0.01%
102
309
$3K ﹤0.01%
28
310
$3K ﹤0.01%
50
311
$3K ﹤0.01%
23
312
$3K ﹤0.01%
200
313
$3K ﹤0.01%
149
314
$3K ﹤0.01%
382
315
$3K ﹤0.01%
1,200
316
$3K ﹤0.01%
500
317
$2K ﹤0.01%
45
318
$2K ﹤0.01%
10
319
$2K ﹤0.01%
15
320
$2K ﹤0.01%
31
321
$2K ﹤0.01%
100
322
$2K ﹤0.01%
45
323
$2K ﹤0.01%
100
324
$2K ﹤0.01%
100
325
$2K ﹤0.01%
12
11 12
13
14 15