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
76
$217K 0.07%
+633
77
$202K 0.07%
5,316
78
$174K 0.06%
15,270
79
– –
-4,776
80
– –
-3,312
81
– –
-11,353
1 2 3
4