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
$290M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$863K
2
+$595K
3
+$424K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$402K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$338K

Top Sells

1
+$230K
2
+$214K
3
+$88.4K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$83.5K
5
NVDA icon
NVIDIA
NVDA
+$55.5K

Sector Composition

1 Technology 2.38%
2 Financials 1.45%
3 Consumer Discretionary 0.64%
4 Communication Services 0.58%
5 Materials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 0.79%
8,377
+599
27
$2.18M 0.75%
22,683
+193
28
$1.93M 0.67%
3,211
-70
29
$1.74M 0.6%
22,779
+410
30
$1.38M 0.48%
5,872
+13
31
$1.28M 0.44%
6,419
+175
32
$1.16M 0.4%
21,216
+320
33
$1.08M 0.37%
2,784
-8
34
$1.08M 0.37%
9,973
+1,085
35
$981K 0.34%
5,620
+100
36
$937K 0.32%
4,114
-174
37
$896K 0.31%
10,004
-932
38
$863K 0.3%
+4,982
39
$855K 0.3%
4,521
+1
40
$835K 0.29%
16,619
+637
41
$742K 0.26%
2,813
+38
42
$735K 0.25%
5,095
+900
43
$716K 0.25%
5,084
-128
44
$679K 0.23%
6,351
-130
45
$656K 0.23%
2,578
46
$589K 0.2%
3,493
47
$587K 0.2%
3,084
48
$575K 0.2%
2,274
+340
49
$561K 0.19%
1,204
+2
50
$548K 0.19%
1,102
1
2
3 4