LWP

LMG Wealth Partners Portfolio holdings

AUM $487M
1-Year Est. Return 19.11%
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.16M
3
+$691K
4
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$597K
5
VZ icon
Verizon
VZ
+$510K

Top Sells

1
+$4.97M
2
+$537K
3
+$490K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$225K
5
AFL icon
Aflac
AFL
+$130K

Sector Composition

1 Financials 10.44%
2 Technology 10.33%
3 Industrials 7.77%
4 Consumer Staples 7.32%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.59M 1.55%
181,808
+19,425
27
$5.16M 1.43%
20,410
+629
28
$5.13M 1.42%
17,289
+1,024
29
$5M 1.39%
21,474
-226
30
$4.65M 1.29%
107,551
+5,719
31
$4.49M 1.25%
38,275
+317
32
$4.42M 1.23%
79,577
-4,049
33
$4.38M 1.22%
59,890
+693
34
$4.35M 1.21%
38,983
-715
35
$4.31M 1.2%
87,377
+4,359
36
$3.14M 0.87%
78,047
+3,115
37
$2.93M 0.81%
71,299
-899
38
$2.91M 0.81%
23,870
+814
39
$2.78M 0.77%
17,914
+2,053
40
$2.67M 0.74%
9,038
+162
41
$2.58M 0.72%
18,973
42
$2.49M 0.69%
83,449
+9,400
43
$2.47M 0.69%
15,751
+332
44
$2.45M 0.68%
247,919
-10,000
45
$2.43M 0.68%
16,614
46
$2.25M 0.63%
20,654
+888
47
$2.24M 0.62%
13,173
-402
48
$2.22M 0.62%
9,229
+167
49
$2.14M 0.59%
23,180
+2,702
50
$2.11M 0.59%
23,408
+726
1
2
3 4 5