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
$168M
AUM Growth
+$1.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$772K
3
+$498K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$351K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$317K

Top Sells

1
+$209K
2
+$202K
3
+$54.6K
4
NVDA icon
NVIDIA
NVDA
+$53.7K
5
MSFT icon
Microsoft
MSFT
+$45.1K

Sector Composition

1 Financials 1.99%
2 Technology 1.39%
3 Healthcare 0.45%
4 Communication Services 0.36%
5 Consumer Discretionary 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$254K 0.15%
878
-156
52
$252K 0.15%
4,575
53
$249K 0.15%
4,625
+215
54
$248K 0.15%
3,963
55
$246K 0.15%
1,718
+215
56
$245K 0.15%
2,341
57
$244K 0.14%
5,000
58
$243K 0.14%
748
59
$235K 0.14%
2,620
+269
60
$220K 0.13%
2,701
+25
61
$202K 0.12%
3,300
62
– –
-1,721
63
– –
-1,300
1 2
3