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
$134M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.56M
3
+$1.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$513K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$330K

Top Sells

1
+$6.92M
2
+$1.36M
3
+$886K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$850K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$396K

Sector Composition

1 Financials 1.54%
2 Technology 1.09%
3 Healthcare 0.63%
4 Consumer Discretionary 0.37%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$752K 0.56%
6,363
-11,521
27
$723K 0.54%
5,665
+4,022
28
$627K 0.47%
9,817
+2,257
29
$562K 0.42%
4,237
+220
30
$510K 0.38%
5,786
+2
31
$495K 0.37%
3,040
32
$489K 0.37%
2,968
-22
33
$484K 0.36%
2,164
+140
34
$454K 0.34%
2,583
-100
35
$450K 0.34%
5,140
+240
36
$436K 0.33%
33,400
+200
37
$427K 0.32%
3,643
-341
38
$412K 0.31%
4,216
+1,715
39
$411K 0.31%
1,939
-307
40
$396K 0.3%
1,828
-390
41
$364K 0.27%
4,390
-281
42
$353K 0.26%
2,418
-376
43
$345K 0.26%
1,773
+4
44
$328K 0.24%
3,544
-36
45
$325K 0.24%
868
-30
46
$272K 0.2%
988
47
$259K 0.19%
3,580
-370
48
$252K 0.19%
3,690
+141
49
$241K 0.18%
1,084
+56
50
$223K 0.17%
+1,567
1
2
3