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
$311M
AUM Growth
+$5.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$2.15M
3
+$1.6M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.33M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$963K

Top Sells

1
+$7M
2
+$5.32M
3
+$2.37M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$482K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$272K

Sector Composition

1 Technology 2.31%
2 Financials 1.49%
3 Consumer Discretionary 0.74%
4 Communication Services 0.55%
5 Industrials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$549K 0.18%
+57,709
52
$536K 0.17%
914
+98
53
$528K 0.17%
1,639
-10
54
$507K 0.16%
1,204
55
$505K 0.16%
2,100
56
$483K 0.16%
4,366
+426
57
$438K 0.14%
866
+387
58
$402K 0.13%
1,000
-7
59
$398K 0.13%
1,059
+52
60
$353K 0.11%
3,956
-4
61
$314K 0.1%
1,584
-59
62
$297K 0.1%
+3,066
63
$295K 0.09%
4,487
64
$295K 0.09%
2,560
65
$285K 0.09%
1,958
66
$280K 0.09%
532
67
$278K 0.09%
1,188
-136
68
$277K 0.09%
3,846
-75
69
$266K 0.09%
1,110
70
$264K 0.08%
451
71
$254K 0.08%
1,968
-446
72
$235K 0.08%
+2,994
73
$229K 0.07%
3,679
74
$226K 0.07%
3,721
-220
75
$222K 0.07%
1,723
-2
1 2
3
4