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%
+100
377
$1K ﹤0.01%
+20
378
$1K ﹤0.01%
+20
379
$1K ﹤0.01%
+3
380
$1K ﹤0.01%
+10
381
$1K ﹤0.01%
+3
382
$1K ﹤0.01%
+11
383
$1K ﹤0.01%
+33
384
$1K ﹤0.01%
+80
385
$1K ﹤0.01%
+10
386
$1K ﹤0.01%
+3
387
$1K ﹤0.01%
+3
388
$1K ﹤0.01%
+75
389
$1K ﹤0.01%
+3
390
$1K ﹤0.01%
+200
391
$1K ﹤0.01%
+11
392
$1K ﹤0.01%
+100
393
$1K ﹤0.01%
+98
394
$1K ﹤0.01%
+3
395
$1K ﹤0.01%
+4
396
$1K ﹤0.01%
+25
397
$1K ﹤0.01%
+6
398
$1K ﹤0.01%
+100
399
$1K ﹤0.01%
+8
400
$1K ﹤0.01%
+40
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