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
301
$3K ﹤0.01%
34
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38
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200
305
$2K ﹤0.01%
10
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13
307
$2K ﹤0.01%
+75
308
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3
309
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100
311
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20
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45
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$2K ﹤0.01%
10
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6
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+145
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$2K ﹤0.01%
39
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$2K ﹤0.01%
+200
318
$2K ﹤0.01%
20
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$2K ﹤0.01%
40
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20
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$2K ﹤0.01%
11
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$2K ﹤0.01%
100
323
$2K ﹤0.01%
51
324
$2K ﹤0.01%
69
325
$2K ﹤0.01%
23
11 12
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14 15