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
$311M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$2.15M
3
+$1.6M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.33M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$963K

Top Sells

1
+$7M
2
+$5.32M
3
+$2.37M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$482K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$272K

Sector Composition

1 Technology 2.31%
2 Financials 1.49%
3 Consumer Discretionary 0.74%
4 Communication Services 0.55%
5 Industrials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.64%
19,717
-198
27
$1.97M 0.63%
3,172
-34
28
$1.94M 0.62%
21,210
+14,518
29
$1.93M 0.62%
6,670
-691
30
$1.59M 0.51%
19,572
-2,551
31
$1.41M 0.45%
6,444
32
$1.34M 0.43%
5,779
+2
33
$1.26M 0.41%
5,453
-167
34
$1.14M 0.36%
2,767
35
$1.11M 0.36%
21,220
-456
36
$1.02M 0.33%
4,089
-25
37
$1.01M 0.32%
5,677
+689
38
$905K 0.29%
2,241
-33
39
$856K 0.28%
4,523
+1
40
$842K 0.27%
16,792
+245
41
$807K 0.26%
5,208
+124
42
$746K 0.24%
2,941
+128
43
$695K 0.22%
2,578
44
$684K 0.22%
8,052
-27,918
45
$664K 0.21%
3,493
46
$644K 0.21%
4,680
47
$638K 0.21%
5,991
-438
48
$587K 0.19%
3,084
49
$584K 0.19%
1,142
+40
50
$551K 0.18%
6,433
-3,177
1
2
3 4