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

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
326
$2K ﹤0.01%
10
327
$2K ﹤0.01%
61
328
$2K ﹤0.01%
66
329
$2K ﹤0.01%
36
330
$2K ﹤0.01%
100
331
$2K ﹤0.01%
3
332
$2K ﹤0.01%
10
333
$2K ﹤0.01%
13
334
$2K ﹤0.01%
52
335
$2K ﹤0.01%
100
336
$2K ﹤0.01%
35
337
$2K ﹤0.01%
120
338
$2K ﹤0.01%
75
339
$2K ﹤0.01%
23
340
$2K ﹤0.01%
139
-3
341
$2K ﹤0.01%
20
342
$2K ﹤0.01%
26
343
$2K ﹤0.01%
58
344
$2K ﹤0.01%
40
345
$2K ﹤0.01%
1,330
346
$2K ﹤0.01%
100
347
$1K ﹤0.01%
10
348
$1K ﹤0.01%
+13
349
$1K ﹤0.01%
100
350
$1K ﹤0.01%
+100