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
$149M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$796K
3
+$615K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$374K
5
XEL icon
Xcel Energy
XEL
+$285K

Top Sells

1
+$510K
2
+$412K
3
+$26.4K
4
AMZN icon
Amazon
AMZN
+$22.1K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$21.3K

Sector Composition

1 Financials 1.53%
2 Technology 1.28%
3 Communication Services 0.35%
4 Consumer Discretionary 0.31%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$781K 0.53%
6,222
+557
27
$699K 0.47%
6,131
-232
28
$682K 0.46%
10,328
+511
29
$533K 0.36%
2,968
30
$526K 0.35%
4,940
-200
31
$521K 0.35%
4,238
+1
32
$514K 0.35%
2,268
+329
33
$508K 0.34%
2,224
+60
34
$484K 0.33%
2,583
35
$467K 0.31%
33,800
+400
36
$458K 0.31%
2,900
-140
37
$443K 0.3%
3,750
+107
38
$395K 0.27%
2,449
+31
39
$395K 0.27%
1,817
+44
40
$386K 0.26%
1,778
-50
41
$361K 0.24%
4,390
42
$360K 0.24%
3,649
+105
43
$333K 0.22%
832
-36
44
$300K 0.2%
4,115
+425
45
$295K 0.2%
991
+3
46
$285K 0.19%
+4,263
47
$285K 0.19%
3,580
48
$269K 0.18%
1,607
+40
49
$254K 0.17%
2,184
+401
50
$251K 0.17%
1,034
-50
1
2
3