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
$301M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$14.3M
3
+$12.7M
4
VT icon
Vanguard Total World Stock ETF
VT
+$10.2M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.6%
2 Energy 0.4%
3 Industrials 0.34%
4 Technology 0.28%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K ﹤0.01%
+156
152
$9K ﹤0.01%
+1,041
153
$9K ﹤0.01%
+238
154
$9K ﹤0.01%
+200
155
$9K ﹤0.01%
+106
156
$9K ﹤0.01%
+240
157
$9K ﹤0.01%
+179
158
$9K ﹤0.01%
+77
159
$9K ﹤0.01%
+437
160
$8K ﹤0.01%
+198
161
$8K ﹤0.01%
+145
162
$8K ﹤0.01%
+90
163
$8K ﹤0.01%
+54
164
$8K ﹤0.01%
+189
165
$8K ﹤0.01%
+120
166
$8K ﹤0.01%
+73
167
$8K ﹤0.01%
+53
168
$8K ﹤0.01%
+203
169
$8K ﹤0.01%
+95
170
$8K ﹤0.01%
+90
171
$7K ﹤0.01%
+230
172
$7K ﹤0.01%
+70
173
$7K ﹤0.01%
+200
174
$7K ﹤0.01%
+137
175
$7K ﹤0.01%
+109
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