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
$272M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$847K
2
+$489K
3
+$399K
4
DELL icon
Dell
DELL
+$394K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$348K

Top Sells

1
+$491K
2
+$232K
3
+$150K
4
NVDA icon
NVIDIA
NVDA
+$120K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$87.7K

Sector Composition

1 Technology 1.86%
2 Financials 1.46%
3 Consumer Discretionary 0.55%
4 Communication Services 0.44%
5 Materials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.73%
7,778
+464
27
$1.88M 0.69%
22,490
+380
28
$1.72M 0.63%
22,369
-156
29
$1.69M 0.62%
3,281
30
$1.2M 0.44%
5,859
+51
31
$1.16M 0.43%
6,244
32
$1.08M 0.4%
20,896
-780
33
$1.07M 0.39%
10,936
+218
34
$952K 0.35%
2,792
+57
35
$942K 0.35%
8,888
+463
36
$796K 0.29%
15,982
-53
37
$730K 0.27%
5,520
+150
38
$721K 0.26%
2,775
+35
39
$719K 0.26%
4,288
-896
40
$706K 0.26%
4,520
41
$687K 0.25%
5,212
42
$686K 0.25%
6,481
-273
43
$608K 0.22%
2,578
44
$594K 0.22%
4,195
-65
45
$592K 0.22%
3,493
46
$509K 0.19%
1,202
47
$486K 0.18%
3,084
+100
48
$483K 0.18%
1,102
+69
49
$467K 0.17%
1,650
50
$463K 0.17%
2,100
+60
1
2
3