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
126
$22K 0.01%
376
127
$21K 0.01%
256
128
$21K 0.01%
226
129
$20K 0.01%
714
130
$20K 0.01%
383
131
$20K 0.01%
197
132
$20K 0.01%
177
133
$20K 0.01%
714
134
$20K 0.01%
300
135
$19K 0.01%
400
136
$19K 0.01%
1,000
137
$19K 0.01%
2,900
138
$19K 0.01%
735
139
$18K 0.01%
140
140
$18K 0.01%
150
141
$18K 0.01%
367
142
$17K 0.01%
1,000
143
$17K 0.01%
4,325
144
$17K 0.01%
1,209
145
$17K 0.01%
335
146
$17K 0.01%
1,233
147
$17K 0.01%
289
148
$17K 0.01%
566
149
$17K 0.01%
203
150
$16K 0.01%
298
4 5
6
7 8