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
$168M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$772K
3
+$498K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$351K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$317K

Top Sells

1
+$209K
2
+$202K
3
+$54.6K
4
NVDA icon
NVIDIA
NVDA
+$53.7K
5
MSFT icon
Microsoft
MSFT
+$45.1K

Sector Composition

1 Financials 1.99%
2 Technology 1.39%
3 Healthcare 0.45%
4 Communication Services 0.36%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$783K 0.47%
12,892
27
$777K 0.46%
6,076
-321
28
$744K 0.44%
8,890
+115
29
$727K 0.43%
6,324
+125
30
$698K 0.41%
4,890
+1
31
$647K 0.38%
31,210
-2,590
32
$606K 0.36%
4,440
-400
33
$584K 0.35%
2,358
+135
34
$553K 0.33%
2,993
+25
35
$524K 0.31%
2,578
36
$512K 0.3%
3,120
37
$486K 0.29%
3,820
+41
38
$456K 0.27%
3,084
+816
39
$418K 0.25%
1,710
-30
40
$409K 0.24%
1,842
-10
41
$384K 0.23%
3,736
+85
42
$377K 0.22%
4,603
-15
43
$361K 0.21%
832
44
$325K 0.19%
1,039
45
$323K 0.19%
1,510
-168
46
$321K 0.19%
4,299
+80
47
$302K 0.18%
3,760
+180
48
$276K 0.16%
703
49
$273K 0.16%
1,583
-121
50
$270K 0.16%
2,117
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