LL
LPWM LLC Portfolio holdings
AUM
$343M
This Quarter Return
-3.64%
1 Year Return
+11.84%
3 Year Return
+46.6%
5 Year Return
+77.65%
10 Year Return
–
AUM
$222M
AUM Growth
+$222M
(-1.9%)
Cap. Flow
+$5.72M
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
72.92%
Holding
69
New
2
Increased
36
Reduced
10
Closed
2
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.17M |
| 2 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.06M |
| 3 |
iShares Russell Mid-Cap ETF
IWR
|
$703K |
| 4 |
iShares S&P 500 Value ETF
IVE
|
$625K |
| 5 |
Vanguard Russell 1000 Growth ETF
VONG
|
$601K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$793K |
| 2 |
Tesla
TSLA
|
$207K |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$203K |
| 4 |
Vanguard Total World Stock ETF
VT
|
$200K |
| 5 |
iShares National Muni Bond ETF
MUB
|
$134K |
Sector Composition
| 1 | Technology | 1.52% |
| 2 | Financials | 1.52% |
| 3 | Communication Services | 0.42% |
| 4 | Consumer Discretionary | 0.32% |
| 5 | Healthcare | 0.23% |
