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
326
$2K ﹤0.01%
+58
327
$2K ﹤0.01%
+51
328
$2K ﹤0.01%
+39
329
$2K ﹤0.01%
+40
330
$2K ﹤0.01%
+10
331
$2K ﹤0.01%
+13
332
$2K ﹤0.01%
+52
333
$2K ﹤0.01%
+100
334
$2K ﹤0.01%
+20
335
$2K ﹤0.01%
+14
336
$2K ﹤0.01%
+45
337
$2K ﹤0.01%
+10
338
$2K ﹤0.01%
+13
339
$2K ﹤0.01%
+20
340
$2K ﹤0.01%
+6
341
$2K ﹤0.01%
+20
342
$2K ﹤0.01%
+20
343
$2K ﹤0.01%
+36
344
$2K ﹤0.01%
+390
345
$2K ﹤0.01%
+11
346
$2K ﹤0.01%
+100
347
$2K ﹤0.01%
+69
348
$2K ﹤0.01%
+25
349
$2K ﹤0.01%
+56
350
$2K ﹤0.01%
+108
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