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
176
$11K ﹤0.01%
73
177
$11K ﹤0.01%
78
178
$11K ﹤0.01%
81
179
$11K ﹤0.01%
200
180
$11K ﹤0.01%
346
181
$11K ﹤0.01%
151
182
$10K ﹤0.01%
125
183
$10K ﹤0.01%
118
184
$10K ﹤0.01%
26
185
$10K ﹤0.01%
138
186
$10K ﹤0.01%
1,041
187
$10K ﹤0.01%
326
188
$10K ﹤0.01%
200
189
$10K ﹤0.01%
108
190
$10K ﹤0.01%
201
191
$10K ﹤0.01%
240
192
$10K ﹤0.01%
112
193
$10K ﹤0.01%
185
194
$10K ﹤0.01%
395
+69
195
$9K ﹤0.01%
353
196
$9K ﹤0.01%
174
197
$9K ﹤0.01%
270
198
$9K ﹤0.01%
33
199
$9K ﹤0.01%
200
200
$9K ﹤0.01%
1,528
6 7
8
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