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
$208M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$2.58M
3
+$952K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$872K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$739K

Top Sells

1
+$2.81M
2
+$605K
3
+$292K
4
JNJ icon
Johnson & Johnson
JNJ
+$209K
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$131K

Sector Composition

1 Technology 0.89%
2 Healthcare 0.45%
3 Communication Services 0.34%
4 Industrials 0.24%
5 Consumer Discretionary 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$981K 0.47%
20,113
+382
27
$973K 0.47%
4,082
+713
28
$915K 0.44%
6,057
-256
29
$850K 0.41%
30,590
-2,120
30
$847K 0.41%
13,256
+1,594
31
$662K 0.32%
2,654
+459
32
$638K 0.31%
12,584
+2,006
33
$616K 0.3%
5,591
-672
34
$570K 0.27%
6,885
35
$501K 0.24%
5,695
+2,309
36
$482K 0.23%
2,578
37
$462K 0.22%
+9,100
38
$461K 0.22%
4,463
+13
39
$449K 0.22%
3,206
-22
40
$441K 0.21%
3,410
+491
41
$436K 0.21%
4,200
42
$429K 0.21%
+6,035
43
$405K 0.19%
2,136
+392
44
$377K 0.18%
10,458
45
$372K 0.18%
1,650
46
$350K 0.17%
2,187
+2
47
$349K 0.17%
852
48
$321K 0.15%
5,000
49
$313K 0.15%
1,974
-16
50
$295K 0.14%
624
1
2
3