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
$360M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.16M
3
+$691K
4
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$597K
5
VZ icon
Verizon
VZ
+$510K

Top Sells

1
+$4.97M
2
+$537K
3
+$490K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$225K
5
AFL icon
Aflac
AFL
+$130K

Sector Composition

1 Financials 10.44%
2 Technology 10.33%
3 Industrials 7.77%
4 Consumer Staples 7.32%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.57%
54,644
+13,532
52
$2M 0.56%
38,999
+101
53
$1.99M 0.55%
14,149
+31
54
$1.87M 0.52%
31,662
+1,720
55
$1.85M 0.51%
110,023
+9,980
56
$1.83M 0.51%
36,379
+1,623
57
$1.76M 0.49%
4,935
+35
58
$1.54M 0.43%
30,477
+1,309
59
$1.46M 0.41%
8,981
+174
60
$1.35M 0.38%
26,346
+2,349
61
$1.33M 0.37%
7,435
+657
62
$1.16M 0.32%
16,500
+1,771
63
$1.1M 0.31%
9,271
+582
64
$1.07M 0.3%
10,994
65
$1.06M 0.3%
8,125
+1,030
66
$1.06M 0.29%
11,137
+695
67
$1.04M 0.29%
36,042
-1,921
68
$957K 0.27%
10,517
+1,406
69
$896K 0.25%
17,710
70
$707K 0.2%
20,987
-1,048
71
$597K 0.17%
1,722
72
$562K 0.16%
3,439
-145
73
$549K 0.15%
3,675
+91
74
$513K 0.14%
10,423
+1,591
75
$501K 0.14%
3,185
+608
1 2
3
4 5