LPWM
Lake Point Wealth Management Portfolio holdings
AUM
$176M
This Quarter Return
+1.87%
1 Year Return
-11.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$301M
AUM Growth
–
Cap. Flow
+$300M
Cap. Flow
% of AUM
99.8%
Top 10 Holdings %
Top 10 Hldgs %
66.44%
Holding
711
New
672
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$35M |
| 2 |
iShares Gold Trust
IAU
|
$14.3M |
| 3 |
WisdomTree Managed Futures Strategy Fund
WTMF
|
$12.7M |
| 4 |
Vanguard Total World Stock ETF
VT
|
$10.2M |
| 5 |
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% |
