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
$222M
AUM Growth
-$4.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.06M
3
+$703K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$625K
5
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$601K

Top Sells

1
+$793K
2
+$207K
3
+$203K
4
VT icon
Vanguard Total World Stock ETF
VT
+$200K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$134K

Sector Composition

1 Technology 1.52%
2 Financials 1.52%
3 Communication Services 0.42%
4 Consumer Discretionary 0.32%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.65%
21,092
+4,582
27
$1.42M 0.64%
31,770
+3,230
28
$1.36M 0.61%
6,415
+656
29
$1.3M 0.58%
3,094
-32
30
$972K 0.44%
5,869
-86
31
$971K 0.44%
20,513
+543
32
$864K 0.39%
3,688
-140
33
$808K 0.36%
4,651
+23
34
$798K 0.36%
16,732
+4,445
35
$761K 0.34%
7,396
+1,906
36
$730K 0.33%
2,660
37
$704K 0.32%
7,947
+587
38
$704K 0.32%
5,438
+35
39
$596K 0.27%
4,440
40
$505K 0.23%
2,578
41
$458K 0.21%
3,234
42
$446K 0.2%
3,470
-120
43
$417K 0.19%
5,000
44
$387K 0.17%
1,650
45
$387K 0.17%
2,076
46
$364K 0.16%
852
47
$347K 0.16%
2,564
48
$287K 0.13%
2,360
49
$278K 0.13%
1,032
50
$274K 0.12%
3,896
+517
1
2
3