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
$217M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$1.27M
3
+$759K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$655K
5
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$529K

Top Sells

1
+$872K
2
+$150K
3
+$88.6K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$67K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$66K

Sector Composition

1 Financials 0.88%
2 Technology 0.62%
3 Industrials 0.58%
4 Consumer Staples 0.57%
5 Consumer Discretionary 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$71K 0.03%
1,530
52
$69K 0.03%
787
53
$68K 0.03%
200
54
$62K 0.03%
575
55
$62K 0.03%
971
56
$61K 0.03%
558
-10
57
$59K 0.03%
1,082
+405
58
$57K 0.03%
708
59
$57K 0.03%
100
+33
60
$52K 0.02%
700
61
$52K 0.02%
600
62
$51K 0.02%
260
63
$50K 0.02%
2,452
64
$50K 0.02%
115
65
$50K 0.02%
951
66
$48K 0.02%
1,124
-140
67
$46K 0.02%
595
68
$40K 0.02%
722
69
$39K 0.02%
518
70
$39K 0.02%
100
71
$38K 0.02%
322
72
$38K 0.02%
430
73
$37K 0.02%
+124
74
$35K 0.02%
135
75
$34K 0.02%
230
1 2
3
4 5