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
151
$16K 0.01%
349
152
$16K 0.01%
280
153
$16K 0.01%
771
154
$16K 0.01%
335
155
$16K 0.01%
158
156
$16K 0.01%
171
157
$15K 0.01%
100
158
$14K ﹤0.01%
500
159
$14K ﹤0.01%
104
160
$14K ﹤0.01%
113
161
$14K ﹤0.01%
187
162
$14K ﹤0.01%
82
163
$14K ﹤0.01%
236
164
$13K ﹤0.01%
204
165
$13K ﹤0.01%
394
166
$13K ﹤0.01%
551
167
$13K ﹤0.01%
231
168
$13K ﹤0.01%
359
169
$12K ﹤0.01%
336
170
$12K ﹤0.01%
90
171
$12K ﹤0.01%
130
172
$12K ﹤0.01%
400
173
$11K ﹤0.01%
400
174
$11K ﹤0.01%
237
175
$11K ﹤0.01%
127
5 6
7
8 9