LPWM

Lake Point Wealth Management Portfolio holdings

AUM $176M
1-Year Est. Return 11.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-11.87%
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
774
New
Increased
Reduced
Closed

Top Buys

1
+$76.1K
2
+$2.38K
3
+$2.19K
4
CRWD icon
CrowdStrike
CRWD
+$2.11K
5
MFGP
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
+$1.82K

Top Sells

1
+$169K

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
151
$16K 0.01%
280
152
$16K 0.01%
771
153
$16K 0.01%
335
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$16K 0.01%
158
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$16K 0.01%
171
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$15K 0.01%
100
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$14K ﹤0.01%
500
158
$14K ﹤0.01%
104
159
$14K ﹤0.01%
236
160
$14K ﹤0.01%
113
161
$14K ﹤0.01%
187
162
$14K ﹤0.01%
82
163
$13K ﹤0.01%
204
164
$13K ﹤0.01%
394
165
$13K ﹤0.01%
551
166
$13K ﹤0.01%
231
167
$13K ﹤0.01%
359
168
$12K ﹤0.01%
90
169
$12K ﹤0.01%
130
170
$12K ﹤0.01%
400
171
$12K ﹤0.01%
336
172
$11K ﹤0.01%
237
173
$11K ﹤0.01%
127
174
$11K ﹤0.01%
400
175
$11K ﹤0.01%
207
5 6
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8 9