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%
8
452
$0 ﹤0.01%
2
453
$0 ﹤0.01%
3
454
$0 ﹤0.01%
3
455
$0 ﹤0.01%
3
456
$0 ﹤0.01%
9
457
$0 ﹤0.01%
11
458
$0 ﹤0.01%
75
459
$0 ﹤0.01%
2
460
$0 ﹤0.01%
100
461
$0 ﹤0.01%
10
462
– –
0
463
– –
0
464
$0 ﹤0.01%
12
465
$0 ﹤0.01%
7
466
$0 ﹤0.01%
1
467
$0 ﹤0.01%
1
468
$0 ﹤0.01%
5,000
469
$0 ﹤0.01%
3
470
$0 ﹤0.01%
40
471
$0 ﹤0.01%
40
472
$0 ﹤0.01%
7
473
$0 ﹤0.01%
150
474
$0 ﹤0.01%
2,000
475
$0 ﹤0.01%
108
16 17 18
19
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