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
$437M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.75M
3
+$1.58M
4
RGA icon
Reinsurance Group of America
RGA
+$1.41M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.39M

Top Sells

1
+$2.88M
2
+$1.41M
3
+$1.4M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$1.14M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$922K

Sector Composition

1 Technology 11.18%
2 Financials 9.85%
3 Industrials 8.68%
4 Consumer Staples 8.34%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.08M 1.39%
55,612
+2,389
27
$5.78M 1.32%
126,430
+2,467
28
$5.71M 1.31%
113,629
+7,658
29
$5.57M 1.28%
12,107
+7,110
30
$5.5M 1.26%
18,078
+710
31
$5.17M 1.18%
38,268
-32
32
$5.12M 1.17%
18,502
-2
33
$4.87M 1.12%
39,781
-133
34
$4.51M 1.03%
16,464
-5,106
35
$4.48M 1.02%
57,330
+3,908
36
$4.41M 1.01%
27,229
+8,210
37
$4.35M 1%
39,537
+12,680
38
$4.13M 0.95%
20,921
+403
39
$3.98M 0.91%
78,319
+42
40
$3.84M 0.88%
9,824
+196
41
$3.83M 0.88%
61,059
-6,971
42
$3.32M 0.76%
11,505
+986
43
$3.13M 0.72%
52,432
+6,117
44
$2.98M 0.68%
17,219
45
$2.97M 0.68%
8,966
-144
46
$2.73M 0.63%
12,954
-246
47
$2.54M 0.58%
53,158
-16,903
48
$2.54M 0.58%
22,380
+988
49
$2.5M 0.57%
19,678
+603
50
$2.36M 0.54%
14,121
-195
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