LPWM

Lake Point Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 11.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.87%
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
774
New
Increased
Reduced
Closed

Top Buys

1
+$76.1K
2
+$2.38K
3
+$2.19K
4
CRWD icon
CrowdStrike
CRWD
+$2.11K
5
MFGP
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
+$1.82K

Top Sells

1
+$169K

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%
100
352
$2K ﹤0.01%
90
353
$2K ﹤0.01%
57
354
$2K ﹤0.01%
108
355
$2K ﹤0.01%
100
356
$2K ﹤0.01%
90
357
$2K ﹤0.01%
100
358
$2K ﹤0.01%
39
359
$2K ﹤0.01%
52
360
$2K ﹤0.01%
68
361
$2K ﹤0.01%
5
362
$2K ﹤0.01%
75
363
$2K ﹤0.01%
20
364
$2K ﹤0.01%
50
365
$2K ﹤0.01%
1,000
366
$2K ﹤0.01%
233
367
$2K ﹤0.01%
10
368
$2K ﹤0.01%
+31
369
$1K ﹤0.01%
20
370
$1K ﹤0.01%
80
371
$1K ﹤0.01%
60
372
$1K ﹤0.01%
10
373
$1K ﹤0.01%
20
374
$1K ﹤0.01%
14
375
$1K ﹤0.01%
10
13 14
15
16 17