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
$397M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.3M
3
+$1.3M
4
APP icon
Applovin
APP
+$1.28M
5
STRL icon
Sterling Infrastructure
STRL
+$1.25M

Top Sells

1
+$2.64M
2
+$2.38M
3
+$1.55M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.43M
5
WMT icon
Walmart
WMT
+$1.22M

Sector Composition

1 Technology 10.61%
2 Financials 9.8%
3 Industrials 9.1%
4 Consumer Discretionary 7.82%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.54%
39,348
+349
52
$2.09M 0.53%
4,967
+32
53
$1.98M 0.5%
32,440
+778
54
$1.95M 0.49%
44,156
+7,777
55
$1.89M 0.48%
44,970
-9,674
56
$1.75M 0.44%
9,228
+247
57
$1.72M 0.43%
8,077
+642
58
$1.7M 0.43%
34,125
+3,648
59
$1.47M 0.37%
9,731
+8,243
60
$1.43M 0.36%
28,399
+2,053
61
$1.43M 0.36%
153,254
-94,665
62
$1.42M 0.36%
80,615
-29,408
63
$1.36M 0.34%
48,873
+12,831
64
$1.33M 0.34%
+79,200
65
$1.32M 0.33%
18,358
+1,858
66
$1.32M 0.33%
10,724
+1,453
67
$1.3M 0.33%
+13,663
68
$1.3M 0.33%
+21,508
69
$1.28M 0.32%
+18,438
70
$1.26M 0.32%
21,749
+14,040
71
$1.25M 0.32%
+11,348
72
$1.24M 0.31%
+3,736
73
$1.22M 0.31%
+28,114
74
$1.2M 0.3%
+48,161
75
$1.2M 0.3%
11,743
+606
1 2
3
4 5