LL
LPWM LLC Portfolio holdings
AUM
$343M
This Quarter Return
+7.64%
1 Year Return
+11.84%
3 Year Return
+46.6%
5 Year Return
+77.65%
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
81.65%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$22.3M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$19.2M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$13.8M |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$11.6M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.42M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.67% |
| 2 | Healthcare | 0.54% |
| 3 | Industrials | 0.45% |
| 4 | Materials | 0.35% |
| 5 | Communication Services | 0.3% |
