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
376
$1K ﹤0.01%
121
377
$1K ﹤0.01%
30
378
$1K ﹤0.01%
21
379
$1K ﹤0.01%
28
380
$1K ﹤0.01%
3
381
$1K ﹤0.01%
45
382
$1K ﹤0.01%
5
383
$1K ﹤0.01%
6
384
$1K ﹤0.01%
2
385
$1K ﹤0.01%
50
386
$1K ﹤0.01%
17
387
$1K ﹤0.01%
200
388
$1K ﹤0.01%
60
389
$1K ﹤0.01%
20
390
$1K ﹤0.01%
25
391
$1K ﹤0.01%
25
392
$1K ﹤0.01%
390
393
$1K ﹤0.01%
10
394
$1K ﹤0.01%
20
395
$1K ﹤0.01%
30
396
$1K ﹤0.01%
75
397
$1K ﹤0.01%
4
398
$1K ﹤0.01%
98
399
$1K ﹤0.01%
37
400
$1K ﹤0.01%
30
14 15
16
17 18