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
451
$0 ﹤0.01%
4
452
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6
453
$0 ﹤0.01%
20
454
$0 ﹤0.01%
1
455
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456
$0 ﹤0.01%
6
457
$0 ﹤0.01%
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458
$0 ﹤0.01%
2
459
$0 ﹤0.01%
3
460
$0 ﹤0.01%
3
461
$0 ﹤0.01%
3
462
$0 ﹤0.01%
2
463
$0 ﹤0.01%
100
464
$0 ﹤0.01%
10
465
– –
0
466
– –
0
467
$0 ﹤0.01%
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468
$0 ﹤0.01%
7
469
$0 ﹤0.01%
1
470
$0 ﹤0.01%
184
471
$0 ﹤0.01%
34
472
– –
0
473
– –
0
474
$0 ﹤0.01%
1
475
$0 ﹤0.01%
5,000
16 17 18
19
20