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
$328M
AUM Growth
+$1.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.05M
3
+$1.81M
4
ABBV icon
AbbVie
ABBV
+$1.21M
5
BEN icon
Franklin Resources
BEN
+$1.04M

Top Sells

1
+$3.2M
2
+$823K
3
+$589K
4
CAH icon
Cardinal Health
CAH
+$529K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$448K

Sector Composition

1 Financials 10.41%
2 Technology 9.53%
3 Consumer Staples 7.86%
4 Industrials 7.69%
5 Consumer Discretionary 7.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.56%
22,682
+7,553
52
$1.82M 0.55%
74,049
+42,514
53
$1.72M 0.52%
4,900
+34
54
$1.68M 0.51%
29,942
+2,330
55
$1.64M 0.5%
20,478
+9,653
56
$1.57M 0.48%
29,168
+2,044
57
$1.5M 0.46%
100,043
+42,316
58
$1.35M 0.41%
8,807
+909
59
$1.33M 0.41%
41,112
+3,298
60
$1.26M 0.38%
37,963
+3,990
61
$1.24M 0.38%
34,756
+2,639
62
$1.16M 0.35%
23,997
+2,600
63
$1.03M 0.31%
6,778
+695
64
$1M 0.31%
8,689
+742
65
$989K 0.3%
10,442
+1,370
66
$970K 0.3%
10,994
-55
67
$953K 0.29%
14,729
+2,321
68
$819K 0.25%
17,710
69
$779K 0.24%
9,111
+1,505
70
$760K 0.23%
7,095
+1,204
71
$603K 0.18%
22,035
+365
72
$520K 0.16%
1,722
73
$503K 0.15%
3,584
+90
74
$494K 0.15%
3,584
+436
75
$444K 0.14%
2,933
1 2
3
4 5