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
$401M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.21M
3
+$1.16M
4
KHC icon
Kraft Heinz
KHC
+$1.05M
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$724K

Top Sells

1
+$3.19M
2
+$2.85M
3
+$1.95M
4
GDOT icon
Green Dot
GDOT
+$1.08M
5
PFE icon
Pfizer
PFE
+$902K

Sector Composition

1 Technology 11.19%
2 Financials 9.44%
3 Industrials 9.24%
4 Consumer Staples 7.94%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.03M 0.51%
4,997
+30
52
$2.03M 0.51%
49,162
+4,192
53
$1.85M 0.46%
10,172
+441
54
$1.8M 0.45%
43,298
+3,950
55
$1.77M 0.44%
8,280
+203
56
$1.76M 0.44%
9,874
+570
57
$1.74M 0.44%
9,558
+330
58
$1.68M 0.42%
26,389
-6,051
59
$1.66M 0.41%
73,591
+3,254
60
$1.63M 0.41%
28,408
+2,473
61
$1.61M 0.4%
19,288
+850
62
$1.6M 0.4%
33,740
-385
63
$1.58M 0.39%
82,839
+2,224
64
$1.5M 0.37%
29,383
+984
65
$1.47M 0.37%
18,892
+534
66
$1.45M 0.36%
14,467
+804
67
$1.42M 0.35%
11,987
+639
68
$1.42M 0.35%
11,941
+1,217
69
$1.39M 0.35%
83,559
+4,359
70
$1.38M 0.34%
51,678
+3,517
71
$1.33M 0.33%
23,215
+1,707
72
$1.31M 0.33%
13,652
+1,909
73
$1.23M 0.31%
23,237
+1,488
74
$1.21M 0.3%
30,916
+2,802
75
$1.14M 0.29%
4,075
+339
1 2
3
4 5