LL

LPWM LLC Portfolio holdings

AUM $375M
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$19.2M
3
+$13.8M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$11.6M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.67%
2 Healthcare 0.54%
3 Industrials 0.45%
4 Materials 0.35%
5 Communication Services 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$461K 0.43%
+5,718
27
$422K 0.39%
+2,317
28
$397K 0.37%
+2,683
29
$382K 0.35%
+1,981
30
$370K 0.34%
+3,265
31
$341K 0.32%
+2,703
32
$324K 0.3%
+4,840
33
$301K 0.28%
+935
34
$292K 0.27%
+3,609
35
$287K 0.27%
+2,691
36
$286K 0.26%
+22,308
37
$277K 0.26%
+3,308
38
$262K 0.24%
+2,840
39
$254K 0.23%
+3,456
40
$240K 0.22%
+1,253
41
$235K 0.22%
+4,363
42
$226K 0.21%
+3,553
43
$210K 0.19%
+2,467
1
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