LPWM
Lake Point Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+1.15%
1 Year Return
-11.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$288M
AUM Growth
+$288M
(0%)
Cap. Flow
+$24.2M
Cap. Flow
% of AUM
8.4%
Top 10 Holdings %
Top 10 Hldgs %
67.73%
Holding
770
New
12
Increased
1
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.59% |
| 2 | Energy | 0.49% |
| 3 | Technology | 0.33% |
| 4 | Consumer Staples | 0.31% |
| 5 | Healthcare | 0.27% |
