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
76
$46K 0.02%
3,079
77
$46K 0.02%
240
78
$46K 0.02%
428
79
$46K 0.02%
3,658
80
$45K 0.02%
272
81
$43K 0.01%
1,348
82
$43K 0.01%
956
83
$43K 0.01%
249
84
$42K 0.01%
389
85
$42K 0.01%
203
86
$42K 0.01%
119
87
$41K 0.01%
796
88
$41K 0.01%
806
89
$41K 0.01%
1,076
90
$40K 0.01%
795
91
$39K 0.01%
818
92
$38K 0.01%
9,320
93
$36K 0.01%
1,245
94
$34K 0.01%
400
95
$34K 0.01%
2,120
96
$34K 0.01%
1,500
97
$34K 0.01%
229
98
$34K 0.01%
13,925
99
$33K 0.01%
1,090
100
$33K 0.01%
230
2 3
4
5 6