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
$301M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$14.3M
3
+$12.7M
4
VT icon
Vanguard Total World Stock ETF
VT
+$10.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.6%
2 Energy 0.4%
3 Industrials 0.34%
4 Technology 0.28%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
+23
377
$1K ﹤0.01%
+4
378
$1K ﹤0.01%
+18
379
$1K ﹤0.01%
+1,200
380
$1K ﹤0.01%
+40
381
$1K ﹤0.01%
+100
382
$1K ﹤0.01%
+24
383
$1K ﹤0.01%
+13
384
$1K ﹤0.01%
+40
385
$1K ﹤0.01%
+100
386
$1K ﹤0.01%
+20
387
$1K ﹤0.01%
+43
388
$1K ﹤0.01%
+80
389
$1K ﹤0.01%
+30
390
$1K ﹤0.01%
+8
391
$1K ﹤0.01%
+20
392
$1K ﹤0.01%
+3
393
$1K ﹤0.01%
+8
394
$1K ﹤0.01%
+11
395
$1K ﹤0.01%
+6
396
$1K ﹤0.01%
+36
397
$1K ﹤0.01%
+30
398
$1K ﹤0.01%
+10
399
$1K ﹤0.01%
+90
400
$1K ﹤0.01%
+7
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