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
$290M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$863K
2
+$595K
3
+$424K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$402K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$338K

Top Sells

1
+$230K
2
+$214K
3
+$88.4K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$83.5K
5
NVDA icon
NVIDIA
NVDA
+$55.5K

Sector Composition

1 Technology 2.38%
2 Financials 1.45%
3 Consumer Discretionary 0.64%
4 Communication Services 0.58%
5 Materials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$500K 0.17%
1,649
-1
52
$466K 0.16%
3,190
53
$461K 0.16%
831
+2
54
$456K 0.16%
2,100
55
$378K 0.13%
1,000
56
$375K 0.13%
3,940
57
$339K 0.12%
4,152
+85
58
$323K 0.11%
1,007
-25
59
$322K 0.11%
1,324
60
$310K 0.11%
1,717
+1
61
$289K 0.1%
3,990
-428
62
$288K 0.1%
4,487
+40
63
$265K 0.09%
5,185
64
$261K 0.09%
1,958
+5
65
$247K 0.09%
3,943
-89
66
$244K 0.08%
2,414
-473
67
$239K 0.08%
+451
68
$237K 0.08%
532
69
$234K 0.08%
479
-10
70
$228K 0.08%
+1,110
71
$218K 0.08%
1,903
-8
72
$215K 0.07%
+2,350
73
$210K 0.07%
+2,416
74
$209K 0.07%
15,270
+1,500
75
$209K 0.07%
+1,725
1 2
3
4