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
$227M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$4.27M
2
+$3.12M
3
+$3.03M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.28M
5
AAPL icon
Apple
AAPL
+$891K

Top Sells

1
+$2.72M
2
+$907K
3
+$851K
4
USB icon
US Bancorp
USB
+$377K
5
COR icon
Cencora
COR
+$350K

Sector Composition

1 Technology 1.45%
2 Financials 1.38%
3 Consumer Discretionary 0.4%
4 Communication Services 0.37%
5 Healthcare 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.56%
5,759
-51
27
$1.22M 0.54%
24,080
+14,980
28
$1.21M 0.53%
28,540
-2,050
29
$1.16M 0.51%
16,510
+3,254
30
$1.03M 0.46%
5,955
-102
31
$996K 0.44%
19,970
-143
32
$930K 0.41%
3,828
-254
33
$891K 0.39%
+4,628
34
$753K 0.33%
2,660
+6
35
$704K 0.31%
5,403
+940
36
$616K 0.27%
12,287
-297
37
$599K 0.26%
7,360
+475
38
$587K 0.26%
5,490
-101
39
$532K 0.23%
4,440
+240
40
$524K 0.23%
2,578
41
$483K 0.21%
3,234
+28
42
$473K 0.21%
3,590
+180
43
$438K 0.19%
5,000
44
$414K 0.18%
2,076
-60
45
$402K 0.18%
1,650
46
$378K 0.17%
852
47
$338K 0.15%
+2,360
48
$309K 0.14%
2,564
49
$304K 0.13%
4,045
-1,990
50
$298K 0.13%
624
1
2
3