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
$186M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$981K
3
+$745K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$615K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$458K

Top Sells

1
+$1.05M
2
+$583K
3
+$537K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$363K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$338K

Sector Composition

1 Financials 1.78%
2 Technology 0.99%
3 Healthcare 0.62%
4 Consumer Discretionary 0.22%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$985K 0.53%
19,731
-1,025
27
$830K 0.45%
3,369
28
$801K 0.43%
6,313
-1,544
29
$779K 0.42%
2,389
-1,037
30
$687K 0.37%
11,662
+904
31
$675K 0.36%
6,263
+516
32
$605K 0.33%
6,885
+1,850
33
$605K 0.33%
4,626
-209
34
$531K 0.29%
10,578
-4,470
35
$520K 0.28%
32,710
+900
36
$488K 0.26%
10,458
37
$478K 0.26%
2,195
-1,192
38
$458K 0.25%
2,578
39
$444K 0.24%
3,228
-153
40
$400K 0.22%
4,450
+1,830
41
$393K 0.21%
2,919
42
$371K 0.2%
4,200
43
$366K 0.2%
+2,185
44
$363K 0.2%
3,386
-117
45
$355K 0.19%
1,650
46
$333K 0.18%
852
+20
47
$332K 0.18%
1,744
-68
48
$327K 0.18%
1,990
-376
49
$303K 0.16%
624
-69
50
$292K 0.16%
3,580
1
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3