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
$186M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$981K
3
+$745K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$615K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$458K

Top Sells

1
+$1.05M
2
+$583K
3
+$537K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$363K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$338K

Sector Composition

1 Financials 1.78%
2 Technology 0.99%
3 Healthcare 0.62%
4 Consumer Discretionary 0.22%
5 Communication Services 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$287K 0.15%
5,000
52
$274K 0.15%
3,610
-156
53
$270K 0.15%
3,428
+61
54
$247K 0.13%
3,386
-130
55
$217K 0.12%
+788
56
$215K 0.12%
3,680
-475
57
$209K 0.11%
+1,195
58
$209K 0.11%
+4,275
59
$202K 0.11%
+1,324
60
– –
-2,561
61
– –
-2,768
62
– –
-9,479
63
– –
-8,178
1 2
3