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
$267M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
930
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 2.03%
2 Communication Services 1.57%
3 Energy 1.53%
4 Financials 1.51%
5 Healthcare 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$0 ﹤0.01%
+150
602
$0 ﹤0.01%
+375
603
$0 ﹤0.01%
+300
604
$0 ﹤0.01%
+2,000
605
$0 ﹤0.01%
+900
606
$0 ﹤0.01%
+108
607
$0 ﹤0.01%
+10,000
608
$0 ﹤0.01%
+26
609
$0 ﹤0.01%
+3