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
$302M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$16M
3
+$10.4M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$10.1M
5
CAH icon
Cardinal Health
CAH
+$9.86M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.59%
2 Technology 8.92%
3 Industrials 8.88%
4 Consumer Staples 8.13%
5 Healthcare 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.45%
+29,629
52
$1.35M 0.45%
+8,303
53
$1.31M 0.43%
+13,074
54
$1.15M 0.38%
+11,049
55
$1.15M 0.38%
+23,925
56
$1.07M 0.35%
+7,364
57
$1.06M 0.35%
+11,555
58
$1.04M 0.34%
+18,878
59
$976K 0.32%
+50,482
60
$947K 0.31%
+17,710
61
$898K 0.3%
+9,057
62
$855K 0.28%
+6,403
63
$808K 0.27%
+27,309
64
$806K 0.27%
+5,221
65
$795K 0.26%
+24,793
66
$795K 0.26%
+6,715
67
$727K 0.24%
+9,839
68
$717K 0.24%
+20,758
69
$685K 0.23%
+7,482
70
$585K 0.19%
+20,729
71
$584K 0.19%
+6,118
72
$579K 0.19%
+4,814
73
$556K 0.18%
+1,699
74
$485K 0.16%
+4,787
75
$481K 0.16%
+3,092
1 2
3
4 5