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
$301M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1 +$35M
2 +$14.3M
3 +$12.7M
4
VT icon
Vanguard Total World Stock ETF
VT
+$10.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.6%
2 Energy 0.4%
3 Industrials 0.34%
4 Technology 0.28%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
+9
452
$0 ﹤0.01%
+75
453
$0 ﹤0.01%
+10
454
$0 ﹤0.01%
+2
455
$0 ﹤0.01%
+5
456
$0 ﹤0.01%
+10
457
0
458
0
459
$0 ﹤0.01%
+12
460
$0 ﹤0.01%
+108
461
$0 ﹤0.01%
+1,000
462
$0 ﹤0.01%
+10,000
463
$0 ﹤0.01%
+26