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
101
$33K 0.01%
1,170
102
$33K 0.01%
2,995
103
$32K 0.01%
1,040
104
$32K 0.01%
607
105
$31K 0.01%
624
106
$31K 0.01%
647
107
$31K 0.01%
471
108
$30K 0.01%
541
109
$29K 0.01%
673
110
$29K 0.01%
246
111
$29K 0.01%
364
112
$29K 0.01%
749
113
$29K 0.01%
106
114
$27K 0.01%
254
115
$26K 0.01%
238
116
$25K 0.01%
380
117
$25K 0.01%
590
118
$23K 0.01%
411
119
$23K 0.01%
428
120
$23K 0.01%
270
121
$23K 0.01%
1,500
122
$23K 0.01%
293
123
$22K 0.01%
475
124
$22K 0.01%
1,750
125
$22K 0.01%
113
3 4
5
6 7