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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
IAUM icon
76
iShares Gold Trust Micro
IAUM
$6.44B
$312K 0.19%
6,685
AMGN icon
77
Amgen
AMGN
$196B
$286K 0.17%
813
COST icon
78
Costco
COST
$406B
$280K 0.17%
281
GLDM icon
79
SPDR Gold MiniShares Trust
GLDM
$27.8B
$259K 0.16%
2,790
-106
GLD icon
80
SPDR Gold Trust
GLD
$132B
$243K 0.15%
+565
HUM icon
81
Humana
HUM
$47.1B
$230K 0.14%
1,326
SCHB icon
82
Schwab US Broad Market ETF
SCHB
$43.6B
$228K 0.14%
+9,087
UNH icon
83
UnitedHealth
UNH
$386B
$223K 0.13%
826
-6
MGK icon
84
Vanguard Mega Cap Growth ETF
MGK
$34B
$221K 0.13%
3,010
IXUS icon
85
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
$209K 0.13%
+2,412
IVW icon
86
iShares S&P 500 Growth ETF
IVW
$75.5B
$204K 0.12%
+1,806
CL icon
87
Colgate-Palmolive
CL
$73.8B
$203K 0.12%
2,381
-785
DGRO icon
88
iShares Core Dividend Growth ETF
DGRO
$42B
$202K 0.12%
+2,872
USFR icon
89
WisdomTree Floating Rate Treasury Fund
USFR
$17.8B
$201K 0.12%
+3,984
COIN icon
90
Coinbase
COIN
$41.9B
– –
-4,135
DB icon
91
Deutsche Bank
DB
$68.4B
– –
-33,666
EETH icon
92
ProShares Ether Strategy ETF
EETH
$54.5M
– –
-8,241
HMC icon
93
Honda
HMC
$36.2B
– –
-49,126
IBIT icon
94
iShares Bitcoin Trust
IBIT
$46.7B
– –
-54,599
PLTR icon
95
Palantir
PLTR
$304B
– –
-4,312
QCOM icon
96
Qualcomm
QCOM
$199B
– –
-8,492
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