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
326
$2K ﹤0.01%
93
327
$2K ﹤0.01%
30
328
$2K ﹤0.01%
140
329
$2K ﹤0.01%
8
330
$2K ﹤0.01%
100
331
$2K ﹤0.01%
154
332
$2K ﹤0.01%
70
333
$2K ﹤0.01%
78
334
$2K ﹤0.01%
8
335
$2K ﹤0.01%
20
336
$2K ﹤0.01%
100
337
$2K ﹤0.01%
90
338
$2K ﹤0.01%
57
339
$2K ﹤0.01%
108
340
$2K ﹤0.01%
100
341
$2K ﹤0.01%
90
342
$2K ﹤0.01%
100
343
$2K ﹤0.01%
39
344
$2K ﹤0.01%
50
345
$2K ﹤0.01%
23
346
$2K ﹤0.01%
10
347
$2K ﹤0.01%
34
348
$2K ﹤0.01%
26
349
$2K ﹤0.01%
34
350
$2K ﹤0.01%
5
12 13
14
15 16