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
$397M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.3M
3
+$1.3M
4
APP icon
Applovin
APP
+$1.28M
5
STRL icon
Sterling Infrastructure
STRL
+$1.25M

Top Sells

1
+$2.64M
2
+$2.38M
3
+$1.55M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.43M
5
WMT icon
Walmart
WMT
+$1.22M

Sector Composition

1 Technology 10.61%
2 Financials 9.8%
3 Industrials 9.1%
4 Consumer Discretionary 7.82%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.42M 1.37%
62,711
-1,839
27
$5.16M 1.3%
40,164
+1,181
28
$5.15M 1.3%
104,707
+17,330
29
$5.09M 1.28%
59,284
-12,467
30
$4.73M 1.19%
38,421
+146
31
$4.64M 1.17%
16,473
-816
32
$4.57M 1.15%
18,281
-3,193
33
$4.38M 1.1%
54,002
-5,888
34
$4.24M 1.07%
94,755
-12,796
35
$3.84M 0.97%
67,820
-11,757
36
$3.74M 0.94%
78,086
+39
37
$3.54M 0.89%
19,434
+1,520
38
$3.44M 0.87%
9,395
+357
39
$3.19M 0.8%
26,675
+2,805
40
$3.13M 0.79%
18,973
41
$2.91M 0.73%
69,568
-1,731
42
$2.86M 0.72%
23,403
-5
43
$2.85M 0.72%
101,365
+17,916
44
$2.84M 0.72%
9,086
-143
45
$2.79M 0.7%
17,193
+579
46
$2.77M 0.7%
20,958
+304
47
$2.69M 0.68%
26,302
+3,122
48
$2.64M 0.66%
13,173
49
$2.53M 0.64%
16,018
+267
50
$2.17M 0.55%
14,246
+97
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2
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