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
$149M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$859K
2
+$796K
3
+$615K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$374K
5
XEL icon
Xcel Energy
XEL
+$285K

Top Sells

1
+$510K
2
+$412K
3
+$26.4K
4
AMZN icon
Amazon
AMZN
+$22.1K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$21.3K

Sector Composition

1 Financials 1.53%
2 Technology 1.28%
3 Communication Services 0.35%
4 Consumer Discretionary 0.31%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$238K 0.16%
2,341
52
$233K 0.16%
+4,475
53
$226K 0.15%
4,740
-250
54
$222K 0.15%
+4,410
55
$209K 0.14%
+2,312
56
$208K 0.14%
+748
57
$203K 0.14%
+3,300
58
– –
-4,216
59
– –
-5,786
1 2
3