LL
LPWM LLC Portfolio holdings
AUM
$375M
1-Year Est. Return
12.46%
1 Year Est. Return
+12.46%
AUM
$375M
AUM Growth
+$32M
(+9.3%)
Holding
86
Top Buys
| 1 | +$1.98M | |
| 2 | +$1.73M | |
| 3 | +$1.32M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$569K |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$508K |
Top Sells
| 1 | +$358K | |
| 2 | +$334K | |
| 3 | +$216K | |
| 4 |
Vanguard Growth ETF
VUG
|
+$184K |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$125K |
Sector Composition
| 1 | Technology | 2.41% |
| 2 | Financials | 1.39% |
| 3 | Consumer Discretionary | 0.65% |
| 4 | Communication Services | 0.55% |
| 5 | Healthcare | 0.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15.2B
| $254K | 0.07% |
3,245
+251
|
|
||
77
Philip Morris
PM
$236B
| $245K | 0.07% |
1,509
+9
|
|
||
78
Vanguard FTSE All-World ex-US ETF
VEU
$52.4B
| $243K | 0.06% |
3,410
+110
|
|
||
79
Vanguard Mid-Cap ETF
VO
$89.4B
| $236K | 0.06% |
803
+70
|
|
||
80
Visa
V
$636B
| $219K | 0.06% |
643
+11
|
|
||
81
iShares Core S&P Total US Stock Market ETF
ITOT
$80.5B
| $205K | 0.05% |
+1,410
|
|
||
82
Vanguard Total World Stock ETF
VT
$57.4B
| $205K | 0.05% |
+1,485
|
|
||
83
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.56B
| $203K | 0.05% |
+4,815
|
|
||
84
Enovix
ENVX
$1.8B
| $169K | 0.05% |
16,914
-11,145
|
|
||
85
American Express
AXP
$254B
| – | – |
-1,121
|
|
||
86
Exxon Mobil
XOM
$497B
| – | – |
-2,006
|
|