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
26
$173K 0.06%
5,624
-5,624
27
$172K 0.06%
923
28
$170K 0.06%
821
29
$160K 0.06%
1,000
30
$158K 0.05%
2,700
31
$152K 0.05%
5,148
32
$145K 0.05%
679
33
$135K 0.05%
587
34
$118K 0.04%
4,662
35
$117K 0.04%
3,174
36
$116K 0.04%
319
37
$115K 0.04%
1,057
+705
38
$114K 0.04%
3,125
39
$113K 0.04%
1,133
40
$111K 0.04%
2,500
41
$111K 0.04%
792
42
$111K 0.04%
2,786
43
$106K 0.04%
1,500
44
$105K 0.04%
3,000
45
$102K 0.04%
100
46
$101K 0.04%
815
47
$98K 0.03%
873
48
$98K 0.03%
1,105
49
$95K 0.03%
1,929
50
$88K 0.03%
540
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2
3 4 5