LPWIX Mutual Fund

LPWIX Mutual Fund

NAV$17.53
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Showing the top 10 of 40 holdings · as of Mar 31, 2026
Top 10 weight
98.43%
LPWIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Diversified Equity
50.15%		50.1%519,751$43.32M--
2—International Tilts Master
15.13%		65.3%548,027$13.07M--
3
IEMG
Ishares Core Msci Emerging MarFinancials · Capital Markets
10.88%		76.2%134,780$9.40MFinancialsCapital Markets
4
IDEV
Ishares Core Msci Int Devel EtfFinancials · Banks
7.73%		83.9%79,875$6.68MFinancialsBanks
5
PBAKK
Blk Tactical Opportunities Class K
4.90%		88.8%257,969$4.23M--
6DebtBlk Csh Fnd Treasury Sl Agency
3.48%		92.3%3,003,971$3.00M--
7
SCZ
Ishares Msci Eafe Small Cap ETFFinancials · Capital Markets
2.21%		94.5%24,366$1.91MFinancialsCapital Markets
8
EWC
Energy World Corp Ltd
2.19%		96.7%34,477$1.89M--
9
IWM
Ishares Russell 2000 Index ETFFinancials · Capital Markets
0.94%		97.6%3,273$811.7KFinancialsCapital Markets
10
USIG
Ishares Broad Usd Investment G
0.82%		98.4%13,744$704.1K--
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Themes in the top 10
CurrencyInterest RatesETF ProvidersAsset ManagementInvestment TechnologyConsumer Spending

LPWIX Mutual Fund Top Holdings

LPWIX holdings top 10 positions. The top 10 holdings account for 98.4% of the fund, led by Diversified Equity at 50.1%, Intl Tilts Master at 15.1%, Ishares Core Msci Emerging Mar at 10.9%.

LPWIX portfolio concentration is relatively high, with the top 10 representing 98.4% of total assets. The largest sector exposure is Financials at 21.8%.

LPWIX sectors provide a detailed breakdown. LPWIX overlap shows how holdings compare to other funds in your portfolio.