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
$310M
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.21M
3
+$2.33M
4
RJF icon
Raymond James Financial
RJF
+$1.71M
5
ABNB icon
Airbnb
ABNB
+$1.26M

Top Sells

1
+$2.52M
2
+$2.45M
3
+$1.13M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$588K
5
WDC icon
Western Digital
WDC
+$585K

Sector Composition

1 Financials 9.81%
2 Technology 9.73%
3 Industrials 8.35%
4 Consumer Staples 8.22%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.48%
4,828
+31
52
$1.48M 0.48%
20,863
+11,024
53
$1.44M 0.47%
13,858
+2,303
54
$1.43M 0.46%
14,318
+1,244
55
$1.41M 0.46%
36,318
+996
56
$1.35M 0.43%
25,737
+1,812
57
$1.3M 0.42%
31,786
+2,157
58
$1.12M 0.36%
7,045
-2,458
59
$1.08M 0.35%
20,255
+1,377
60
$1.07M 0.34%
11,049
61
$1.02M 0.33%
7,377
+974
62
$999K 0.32%
51,889
+1,407
63
$973K 0.31%
7,419
+55
64
$967K 0.31%
29,600
+2,291
65
$954K 0.31%
17,710
66
$937K 0.3%
5,741
+520
67
$850K 0.27%
7,415
+700
68
$797K 0.26%
11,449
+8,111
69
$780K 0.25%
8,306
+824
70
$667K 0.22%
6,974
+856
71
$657K 0.21%
27,918
+3,125
72
$620K 0.2%
4,862
+48
73
$610K 0.2%
21,324
+566
74
$532K 0.17%
+6,826
75
$508K 0.16%
1,722
+23
1 2
3
4 5