LL
LPWM LLC Portfolio holdings
AUM
$343M
This Quarter Return
+7.12%
1 Year Return
+11.84%
3 Year Return
+46.6%
5 Year Return
+77.65%
10 Year Return
–
AUM
$272M
AUM Growth
+$272M
(+7.7%)
Cap. Flow
+$4.23M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
70.54%
Holding
73
New
3
Increased
38
Reduced
12
Closed
1
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$847K |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
$489K |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
$399K |
| 4 |
Dell
DELL
|
$394K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$348K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$491K |
| 2 |
Accenture
ACN
|
$232K |
| 3 |
Apple
AAPL
|
$150K |
| 4 |
NVIDIA
NVDA
|
$120K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$87.7K |
Sector Composition
| 1 | Technology | 1.86% |
| 2 | Financials | 1.46% |
| 3 | Consumer Discretionary | 0.55% |
| 4 | Communication Services | 0.44% |
| 5 | Materials | 0.2% |
