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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
WMT icon
51
Walmart Inc
WMT
$906B
$1.29M 0.78%
10,379
+4
RITM icon
52
Rithm Capital
RITM
$5.13B
$1.28M 0.77%
134,854
+12,916
MRK icon
53
Merck
MRK
$305B
$1.24M 0.75%
10,282
+469
MLPA icon
54
Global X MLP ETF
MLPA
$2.17B
$1.22M 0.74%
22,673
+608
UPS icon
55
United Parcel Service
UPS
$95.6B
$1.2M 0.72%
12,181
+14
FITB
56
Fifth Third Bancorp
FITB
$51.7B
$1.19M 0.72%
25,629
+1,088
OGE icon
57
OGE Energy
OGE
$10B
$1.19M 0.72%
24,787
+1,421
NVO
58
Novo Nordisk
NVO
$219B
$1.07M 0.65%
+29,136
SGOL icon
59
abrdn Physical Gold Shares ETF
SGOL
$7.01B
$1.02M 0.62%
22,948
+1,283
EXC icon
60
Exelon
EXC
$47.9B
$851K 0.51%
17,352
+150
FE icon
61
FirstEnergy
FE
$27.7B
$827K 0.5%
16,327
+519
BABA icon
62
Alibaba
BABA
$269B
$826K 0.5%
6,586
-2,833
EIX icon
63
Edison International
EIX
$28.9B
$813K 0.49%
+11,110
DTE icon
64
DTE Energy
DTE
$31.3B
$800K 0.48%
5,474
+172
GE icon
65
GE Aerospace
GE
$375B
$793K 0.48%
2,794
+129
PPL
66
PPL Corp
PPL
$26.9B
$786K 0.47%
20,577
+852
BITO icon
67
ProShares Bitcoin Strategy ETF
BITO
$1.44B
$667K 0.4%
+71,693
IVV icon
68
iShares Core S&P 500 ETF
IVV
$896B
$453K 0.27%
693
+266
GOOG icon
69
Alphabet (Google) Class C
GOOG
$4.33T
$401K 0.24%
1,397
-35
BUFR icon
70
FT Vest Fund of Buffer ETFs
BUFR
$10B
$396K 0.24%
+11,724
SCHG icon
71
Schwab US Large-Cap Growth ETF
SCHG
$60.5B
$364K 0.22%
12,489
+4,466
RTX icon
72
RTX Corp
RTX
$264B
$358K 0.22%
1,855
+6
V icon
73
Visa
V
$664B
$343K 0.21%
1,136
-172
MO icon
74
Altria Group
MO
$120B
$324K 0.2%
4,911
-567
SCHF icon
75
Schwab International Equity ETF
SCHF
$66.3B
$322K 0.19%
+13,026
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