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
$134M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.56M
3
+$1.37M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$513K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$330K

Top Sells

1
+$6.92M
2
+$1.36M
3
+$886K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$850K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$396K

Sector Composition

1 Financials 1.54%
2 Technology 1.09%
3 Healthcare 0.63%
4 Consumer Discretionary 0.37%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$218K 0.16%
+4,990
52
$214K 0.16%
+2,341
53
$202K 0.15%
+1,783
1 2
3