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
$401M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.21M
3
+$1.16M
4
KHC icon
Kraft Heinz
KHC
+$1.05M
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$724K

Top Sells

1
+$3.19M
2
+$2.85M
3
+$1.95M
4
GDOT icon
Green Dot
GDOT
+$1.08M
5
PFE icon
Pfizer
PFE
+$902K

Sector Composition

1 Technology 11.19%
2 Financials 9.44%
3 Industrials 9.24%
4 Consumer Staples 7.94%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.35M 1.33%
59,877
+593
27
$5.21M 1.3%
23,619
+300
28
$5.16M 1.29%
105,971
+1,264
29
$4.93M 1.23%
39,914
-250
30
$4.92M 1.23%
123,963
+29,208
31
$4.63M 1.16%
38,300
-121
32
$4.43M 1.1%
17,368
+895
33
$4.42M 1.1%
18,504
+223
34
$3.89M 0.97%
68,030
+210
35
$3.81M 0.95%
53,422
-580
36
$3.71M 0.93%
78,277
+191
37
$3.52M 0.88%
20,518
+1,084
38
$3.21M 0.8%
9,628
+233
39
$3.07M 0.76%
70,061
+493
40
$2.89M 0.72%
19,075
+102
41
$2.86M 0.71%
9,110
+24
42
$2.84M 0.71%
17,219
+26
43
$2.8M 0.7%
+46,315
44
$2.78M 0.69%
19,019
+3,001
45
$2.68M 0.67%
10,519
+8,657
46
$2.68M 0.67%
26,857
+555
47
$2.67M 0.67%
13,200
+27
48
$2.65M 0.66%
21,392
+434
49
$2.63M 0.65%
14,316
+70
50
$2.35M 0.58%
23,628
+225
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