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

Top Buys

1
+$66.9M
2
+$30.5M
3
+$27.2M
4
SMMD icon
iShares Russell 2500 ETF
SMMD
+$26.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$13.9M

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%
+30
377
$1K ﹤0.01%
+140
378
$1K ﹤0.01%
+11
379
$1K ﹤0.01%
+33
380
$1K ﹤0.01%
+80
381
$1K ﹤0.01%
+10
382
$1K ﹤0.01%
+3
383
$1K ﹤0.01%
+3
384
$1K ﹤0.01%
+75
385
$1K ﹤0.01%
+3
386
$1K ﹤0.01%
+200
387
$1K ﹤0.01%
+11
388
$1K ﹤0.01%
+100
389
$1K ﹤0.01%
+98
390
$1K ﹤0.01%
+3
391
$1K ﹤0.01%
+4
392
$1K ﹤0.01%
+25
393
$1K ﹤0.01%
+6
394
$1K ﹤0.01%
+100
395
$1K ﹤0.01%
+8
396
$1K ﹤0.01%
+40
397
$1K ﹤0.01%
+15
398
$1K ﹤0.01%
+10
399
$1K ﹤0.01%
+7
400
$1K ﹤0.01%
+11
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