LWP
LFG Wealth Partners Portfolio holdings
AUM
$157M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$157M
AUM Growth
–
Holding
81
Top Buys
| 1 | +$10.6M | |
| 2 | +$9.87M | |
| 3 | +$8.26M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$7.7M |
| 5 |
Amazon
AMZN
|
+$6.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 26.24% |
| 2 | Communication Services | 10.31% |
| 3 | Financials | 9.48% |
| 4 | Consumer Discretionary | 8.26% |
| 5 | Energy | 7.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Amgen
AMGN
$207B
| $266K | 0.17% |
+813
|
|
||
77
Schwab US Large-Cap Growth ETF
SCHG
$51.2B
| $262K | 0.17% |
+8,023
|
|
||
78
Colgate-Palmolive
CL
$77.9B
| $250K | 0.16% |
+3,166
|
|
||
79
Vanguard Mega Cap Growth ETF
MGK
$30.8B
| $248K | 0.16% |
+602
|
|
||
80
SPDR Gold MiniShares Trust
GLDM
$33.1B
| $247K | 0.16% |
+2,896
|
|
||
81
Costco
COST
$442B
| $242K | 0.15% |
+281
|
|