LL
LPWM LLC Portfolio holdings
AUM
$396M
1-Year Est. Return
14.39%
1 Year Est. Return
+14.39%
AUM
$396M
AUM Growth
+$21.6M
(+5.8%)
Holding
88
Top Buys
| 1 | +$2.57M | |
| 2 | +$1.87M | |
| 3 | +$1.35M | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$1.12M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$882K |
Top Sells
| 1 | +$1.73M | |
| 2 | +$371K | |
| 3 | +$254K | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$184K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$151K |
Sector Composition
| 1 | Technology | 2.3% |
| 2 | Financials | 1.31% |
| 3 | Communication Services | 0.7% |
| 4 | Consumer Discretionary | 0.68% |
| 5 | Healthcare | 0.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Visa
V
$633B
| $314K | 0.08% |
897
+254
|
|
||
77
Ecolab
ECL
$78.5B
| $312K | 0.08% |
1,188
|
|
||
78
iShares TIPS Bond ETF
TIP
$13.7B
| $301K | 0.08% |
2,741
-308
|
|
||
79
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
| $257K | 0.06% |
3,317
|
|
||
80
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
| $252K | 0.06% |
3,421
+11
|
|
||
81
Philip Morris
PM
$270B
| $241K | 0.06% |
1,500
-9
|
|
||
82
Vanguard Mid-Cap ETF
VO
$94.4B
| $237K | 0.06% |
816
+13
|
|
||
83
iShares Expanded Tech-Software Sector ETF
IGV
$7.18B
| $221K | 0.06% |
2,095
-180
|
|
||
84
iShares Global Clean Energy ETF
ICLN
$2.05B
| $221K | 0.06% |
13,468
-3,335
|
|
||
85
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.77B
| $208K | 0.05% |
5,144
+329
|
|
||
86
Vanguard Total World Stock ETF
VT
$61.7B
| $201K | 0.05% |
1,424
-61
|
|
||
87
Enovix
ENVX
$1.78B
| $116K | 0.03% |
15,910
-1,004
|
|
||
88
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.3B
| – | – |
-3,245
|
|