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
51
$83K 0.03%
787
52
$75K 0.03%
1,034
53
$72K 0.03%
2,466
54
$68K 0.02%
1,787
55
$67K 0.02%
833
56
$66K 0.02%
985
57
$66K 0.02%
1,072
58
$63K 0.02%
1,482
59
$63K 0.02%
467
60
$62K 0.02%
1,742
61
$59K 0.02%
900
62
$59K 0.02%
1,419
63
$58K 0.02%
504
64
$58K 0.02%
553
65
$57K 0.02%
1,570
66
$57K 0.02%
1,385
67
$56K 0.02%
3,598
68
$56K 0.02%
814
69
$54K 0.02%
940
70
$50K 0.02%
1,227
71
$50K 0.02%
505
72
$49K 0.02%
963
73
$47K 0.02%
772
74
$47K 0.02%
260
75
$46K 0.02%
1,424
1 2
3
4 5