LPWM
Lake Point Wealth Management Portfolio holdings
AUM
$176M
1-Year Return
11.96%
This Quarter Return
-11.9%
1 Year Return
-11.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$176M
AUM Growth
-$40.1M
(-19%)
Cap. Flow
-$7.9M
Cap. Flow
% of AUM
-4.49%
Top 10 Holdings %
Top 10 Hldgs %
85.1%
Holding
537
New
72
Increased
57
Reduced
31
Closed
44
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$18.1M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
$17.1M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$12.6M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$11.1M |
| 5 |
Dimensional US Marketwide Value ETF
DFUV
|
$8.27M |
Top Sells
Sector Composition
| 1 | Financials | 1.01% |
| 2 | Consumer Staples | 0.72% |
| 3 | Technology | 0.65% |
| 4 | Industrials | 0.6% |
| 5 | Energy | 0.37% |
