LPWM
Lake Point Wealth Management Portfolio holdings
AUM
$176M
1-Year Return
11.96%
This Quarter Return
+5.85%
1 Year Return
-11.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$11.9M
(+5.5%)
Cap. Flow
+$1.45M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
91.18%
Holding
507
New
62
Increased
50
Reduced
29
Closed
25
Top Buys
Top Sells
| 1 |
iShares Russell 2500 ETF
SMMD
|
$21.7M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$10.3M |
| 3 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
$8.43M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.19M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$217K |
Sector Composition
| 1 | Financials | 0.89% |
| 2 | Technology | 0.71% |
| 3 | Consumer Staples | 0.61% |
| 4 | Industrials | 0.61% |
| 5 | Consumer Discretionary | 0.45% |
