LL
LPWM LLC Portfolio holdings
AUM
$343M
1-Year Return
11.84%
This Quarter Return
+5.95%
1 Year Return
+11.84%
3 Year Return
+46.6%
5 Year Return
+77.65%
10 Year Return
–
AUM
$208M
AUM Growth
+$22.1M
(+12%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
8.11%
Top 10 Holdings %
Top 10 Hldgs %
73.98%
Holding
72
New
13
Increased
33
Reduced
11
Closed
4
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.74M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.58M |
| 3 |
iShares S&P 500 Value ETF
IVE
|
$952K |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
$872K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$739K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$2.81M |
| 2 |
Apple
AAPL
|
$605K |
| 3 |
Materials Select Sector SPDR Fund
XLB
|
$292K |
| 4 |
Johnson & Johnson
JNJ
|
$209K |
| 5 |
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% |
