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
$305M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.16M
3
+$766K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$594K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$568K

Top Sells

1
+$285K
2
+$262K
3
+$218K
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$210K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$135K

Sector Composition

1 Technology 2.1%
2 Financials 1.51%
3 Consumer Discretionary 0.56%
4 Communication Services 0.5%
5 Materials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.07%
+3,312
77
$198K 0.06%
11,353
78
– –
-2,416
79
– –
-1,903
1 2 3
4