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
351
$2K ﹤0.01%
78
352
$2K ﹤0.01%
20
353
$2K ﹤0.01%
100
354
$2K ﹤0.01%
90
355
$2K ﹤0.01%
57
356
$2K ﹤0.01%
108
357
$2K ﹤0.01%
100
358
$2K ﹤0.01%
90
359
$2K ﹤0.01%
100
360
$2K ﹤0.01%
39
361
$2K ﹤0.01%
52
362
$2K ﹤0.01%
68
363
$2K ﹤0.01%
5
364
$2K ﹤0.01%
75
365
$2K ﹤0.01%
20
366
$2K ﹤0.01%
50
367
$2K ﹤0.01%
1,000
368
$2K ﹤0.01%
233
369
$2K ﹤0.01%
10
370
$1K ﹤0.01%
20
371
$1K ﹤0.01%
80
372
$1K ﹤0.01%
8
373
$1K ﹤0.01%
10
374
$1K ﹤0.01%
10
375
$1K ﹤0.01%
20
13 14
15
16 17