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
176
$11K ﹤0.01%
207
177
$11K ﹤0.01%
73
178
$11K ﹤0.01%
78
179
$11K ﹤0.01%
81
180
$11K ﹤0.01%
200
181
$11K ﹤0.01%
346
182
$11K ﹤0.01%
151
183
$10K ﹤0.01%
125
184
$10K ﹤0.01%
118
185
$10K ﹤0.01%
26
186
$10K ﹤0.01%
138
187
$10K ﹤0.01%
1,041
188
$10K ﹤0.01%
326
189
$10K ﹤0.01%
1,000
190
$10K ﹤0.01%
108
191
$10K ﹤0.01%
201
192
$10K ﹤0.01%
240
193
$10K ﹤0.01%
112
194
$10K ﹤0.01%
185
195
$10K ﹤0.01%
395
+69
196
$9K ﹤0.01%
168
197
$9K ﹤0.01%
156
198
$9K ﹤0.01%
200
199
$9K ﹤0.01%
238
200
$9K ﹤0.01%
353
6 7
8
9 10