LL
LPWM LLC Portfolio holdings
AUM
$343M
This Quarter Return
+5.45%
1 Year Return
+11.84%
3 Year Return
+46.6%
5 Year Return
+77.65%
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+9%)
Cap. Flow
+$7.41M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
73.82%
Holding
73
New
5
Increased
27
Reduced
21
Closed
6
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.27M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$3.12M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.03M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$1.28M |
| 5 |
Apple
AAPL
|
$891K |
Top Sells
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$2.72M |
| 2 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$907K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$851K |
| 4 |
US Bancorp
USB
|
$377K |
| 5 |
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% |
