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
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$68.4M
2
+$29.6M
3
+$27.8M
4
SMMD icon
iShares Russell 2500 ETF
SMMD
+$27.1M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$14.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.86%
2 Technology 0.67%
3 Consumer Staples 0.65%
4 Industrials 0.59%
5 Consumer Discretionary 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$39K 0.02%
+430
77
$39K 0.02%
+99
78
$39K 0.02%
+175
79
$38K 0.02%
+230
80
$37K 0.02%
+322
81
$37K 0.02%
+1,396
82
$36K 0.02%
+677
83
$34K 0.02%
+2,350
84
$34K 0.02%
+630
85
$34K 0.02%
+67
86
$33K 0.02%
+400
87
$33K 0.02%
+1,000
88
$32K 0.01%
+274
89
$32K 0.01%
+405
90
$32K 0.01%
+326
91
$32K 0.01%
+1,496
92
$31K 0.01%
+1,048
93
$31K 0.01%
+135
94
$30K 0.01%
+1,750
95
$29K 0.01%
+3,039
96
$29K 0.01%
+290
97
$29K 0.01%
+166
98
$28K 0.01%
+348
99
$28K 0.01%
+253
100
$28K 0.01%
+100
2 3
4
5 6