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
$288M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$76.1K
2
+$2.38K
3
+$2.19K
4
CRWD icon
CrowdStrike
CRWD
+$2.11K
5
MFGP
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
+$1.82K

Top Sells

1
+$169K

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%
10
402
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20
403
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30
404
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75
405
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4
406
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98
407
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37
408
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30
409
$1K ﹤0.01%
20
410
$1K ﹤0.01%
10
411
– –
0
412
$1K ﹤0.01%
60
413
$1K ﹤0.01%
7
414
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415
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38
416
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10
417
$1K ﹤0.01%
40
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$1K ﹤0.01%
1,330
419
$1K ﹤0.01%
18
420
$1K ﹤0.01%
40
421
$1K ﹤0.01%
30
422
$1K ﹤0.01%
1,000
423
$1K ﹤0.01%
60
424
$0 ﹤0.01%
4
425
$0 ﹤0.01%
6
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18 19