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
401
$1K ﹤0.01%
20
402
$1K ﹤0.01%
10
403
– –
0
404
$1K ﹤0.01%
60
405
$1K ﹤0.01%
7
406
$1K ﹤0.01%
63
407
$1K ﹤0.01%
60
408
$1K ﹤0.01%
10
409
$1K ﹤0.01%
20
410
$1K ﹤0.01%
14
411
$1K ﹤0.01%
19
412
$1K ﹤0.01%
10
413
$1K ﹤0.01%
40
414
$1K ﹤0.01%
1,330
415
$1K ﹤0.01%
18
416
$1K ﹤0.01%
40
417
$1K ﹤0.01%
30
418
$1K ﹤0.01%
1,000
419
$1K ﹤0.01%
60
420
$1K ﹤0.01%
80
421
$1K ﹤0.01%
8
422
$1K ﹤0.01%
10
423
$1K ﹤0.01%
32
424
$1K ﹤0.01%
14
425
$0 ﹤0.01%
9
15 16
17
18 19