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
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$29.6M
3
+$27.8M
4
SMMD icon
iShares Russell 2500 ETF
SMMD
+$27.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$14.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.86%
2 Technology 0.67%
3 Consumer Staples 0.65%
4 Industrials 0.59%
5 Consumer Discretionary 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
+80
377
$1K ﹤0.01%
+10
378
$1K ﹤0.01%
+3
379
$1K ﹤0.01%
+11
380
$1K ﹤0.01%
+100
381
$1K ﹤0.01%
+98
382
$1K ﹤0.01%
+13
383
$1K ﹤0.01%
+6
384
$1K ﹤0.01%
+100
385
$1K ﹤0.01%
+8
386
$1K ﹤0.01%
+40
387
$1K ﹤0.01%
+15
388
$1K ﹤0.01%
+10
389
$1K ﹤0.01%
+7
390
$1K ﹤0.01%
+11
391
$1K ﹤0.01%
+9
392
$1K ﹤0.01%
+9
393
$1K ﹤0.01%
+1,330
394
$1K ﹤0.01%
+18
395
$1K ﹤0.01%
+33
396
$1K ﹤0.01%
+200
397
$1K ﹤0.01%
+61
398
$1K ﹤0.01%
+50
399
$1K ﹤0.01%
+23
400
$1K ﹤0.01%
+3
14 15
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