We are live on ! Find out more
LWP

LFG Wealth Partners Portfolio holdings

AUM $166M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.49M
3
+$1.65M
4
GM icon
General Motors
GM
+$1.58M
5
DLTR icon
Dollar Tree
DLTR
+$1.58M

Top Sells

1
+$2.71M
2
+$1.45M
3
+$1.45M
4
DB icon
Deutsche Bank
DB
+$1.3M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.23M

Sector Composition

1 Technology 23.65%
2 Communication Services 9.19%
3 Energy 8.98%
4 Financials 7.92%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NUE icon
26
Nucor
NUE
$51.8B
$1.9M 1.14%
11,219
+1,147
LMT icon
27
Lockheed Martin
LMT
$121B
$1.82M 1.1%
3,020
-84
AM icon
28
Antero Midstream
AM
$10.6B
$1.8M 1.09%
78,987
-3,053
IJR icon
29
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.78M 1.07%
14,309
+1,381
RIO icon
30
Rio Tinto
RIO
$147B
$1.76M 1.06%
18,837
-11,894
CAT icon
31
Caterpillar
CAT
$439B
$1.74M 1.05%
2,452
+159
EWY icon
32
iShares MSCI South Korea ETF
EWY
$22B
$1.7M 1.02%
13,804
-9,821
VOO icon
33
Vanguard S&P 500 ETF
VOO
$993B
$1.69M 1.02%
2,833
+351
ENB icon
34
Enbridge
ENB
$119B
$1.69M 1.02%
31,268
+545
OKE icon
35
Oneok
OKE
$56.7B
$1.69M 1.02%
18,701
-2,336
PSCT icon
36
Invesco S&P SmallCap Information Technology ETF
PSCT
$532M
$1.69M 1.02%
28,059
+490
AEP icon
37
American Electric Power
AEP
$73.7B
$1.63M 0.98%
12,453
+999
PFE icon
38
Pfizer
PFE
$138B
$1.62M 0.98%
57,796
+30
GS icon
39
Goldman Sachs
GS
$311B
$1.59M 0.96%
1,883
+51
T icon
40
AT&T
T
$147B
$1.54M 0.93%
52,959
-4,183
VRP icon
41
Invesco Variable Rate Preferred ETF
VRP
$2.99B
$1.51M 0.91%
63,050
+8,171
ABBV icon
42
AbbVie
ABBV
$438B
$1.5M 0.91%
6,903
+705
HON icon
43
Honeywell
HON
$71.7B
$1.49M 0.9%
6,588
+495
GM icon
44
General Motors
GM
$70.2B
$1.48M 0.89%
+19,863
EMR icon
45
Emerson Electric
EMR
$77.8B
$1.47M 0.88%
11,189
+222
ING icon
46
ING
ING
$92.6B
$1.46M 0.88%
55,880
+1,249
VSS icon
47
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$1.45M 0.88%
+9,963
DLTR icon
48
Dollar Tree
DLTR
$24B
$1.41M 0.85%
+12,900
NEM icon
49
Newmont
NEM
$102B
$1.41M 0.85%
13,028
-831
GDXY
50
YieldMax Gold Miners Option Income Strategy ETF
GDXY
$213M
$1.32M 0.79%
94,095
+12,216
1
2
3 4