LPWM LLC latest Q4_2020 13F filings reported $133,973,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 8.73%. This fund has 53 securities concentrations of 100% weights.
LPWM LLC largest holding is ISHARES TR with weight of 8.77% and $11,747,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.
Portfolio Performance History
|FILE DATE||REPORT PERIOD||QTR YEAR||FILE TYPE||NOS. OF STOCKS||REPORTED VALUE||RETURN|