LPWM
Lake Point Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
-1.19%
1 Year Return
-11.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$217M
AUM Growth
+$217M
(+1.2%)
Cap. Flow
+$4.91M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
93.7%
Holding
476
New
27
Increased
34
Reduced
36
Closed
31
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$872K |
| 2 |
GE Aerospace
GE
|
$434K |
| 3 |
Procter & Gamble
PG
|
$150K |
| 4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
$88.6K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$67K |
Sector Composition
| 1 | Financials | 0.88% |
| 2 | Technology | 0.62% |
| 3 | Industrials | 0.58% |
| 4 | Consumer Staples | 0.57% |
| 5 | Consumer Discretionary | 0.45% |
