LL
LPWM LLC Portfolio holdings
AUM
$343M
This Quarter Return
+7.32%
1 Year Return
+11.84%
3 Year Return
+46.6%
5 Year Return
+77.65%
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(+12%)
Cap. Flow
+$9.89M
Cap. Flow
% of AUM
5.25%
Top 10 Holdings %
Top 10 Hldgs %
77.31%
Holding
67
New
6
Increased
34
Reduced
8
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
$134K |
| 2 |
Vanguard Growth ETF
VUG
|
$45.6K |
| 3 |
Vanguard Total World Stock ETF
VT
|
$26.2K |
| 4 |
US Bancorp
USB
|
$24.4K |
| 5 |
Xcel Energy
XEL
|
$20.3K |
Sector Composition
| 1 | Financials | 1.85% |
| 2 | Technology | 1.6% |
| 3 | Healthcare | 0.7% |
| 4 | Communication Services | 0.46% |
| 5 | Consumer Discretionary | 0.28% |
