LPWIX Mutual Fund

LPWIX Mutual Fund

NAV$17.06
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Showing the top 10 of 44 holdings · as of Aug 31, 2026
Top 10 weight
97.39%
LPWIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1—Diversified Equity Alpha
46.67%		46.7%466,455$45.96M--
2—International Tilts Master
16.29%		63.0%593,479$16.04M--
3
IEMG
Ishares Core Msci Emerging MarFinancials · Capital Markets
10.45%		73.4%125,860$10.29MFinancialsCapital Markets
4
IDEV
Ishares Core Msci Int Devel EtfFinancials · Banks
7.51%		80.9%79,875$7.40MFinancialsBanks
5
PBAKK
Blk Tactical Opportunities Class K
5.43%		86.3%300,309$5.35M--
6DebtBlk Csh Fnd Treasury Sl Agency
4.15%		90.5%4,081,562$4.08M--
7
SCZ
Ishares Msci Eafe Small Cap ETFFinancials · Capital Markets
2.68%		93.2%30,380$2.64MFinancialsCapital Markets
8
EWC
Energy World Corp Ltd
2.16%		95.3%34,594$2.13M--
9—Cash Collateral USD Sgaft
1.07%		96.4%1,055,000$1.05M--
10
IWM
Ishares Russell 2000 Index ETFFinancials · Capital Markets
0.98%		97.4%3,273$962.0KFinancialsCapital Markets
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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 97.4% of the fund, led by Diversified Equity Alpha at 46.7%, Intl Tilts Master at 16.3%, Ishares Core Msci Emerging Mar at 10.4%.

LPWIX portfolio concentration is relatively high, with the top 10 representing 97.4% of total assets. The largest sector exposure is Financials at 21.6%.

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