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
$437M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.75M
3
+$1.58M
4
RGA icon
Reinsurance Group of America
RGA
+$1.41M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.39M

Top Sells

1
+$2.88M
2
+$1.41M
3
+$1.4M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$1.14M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$922K

Sector Composition

1 Technology 11.18%
2 Financials 9.85%
3 Industrials 8.68%
4 Consumer Staples 8.34%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.35M 0.54%
45,489
+2,191
52
$2.33M 0.53%
24,190
+562
53
$2.3M 0.53%
51,271
+2,109
54
$2.04M 0.47%
9,480
-78
55
$2.01M 0.46%
27,950
+1,561
56
$1.98M 0.45%
37,158
+3,418
57
$1.85M 0.42%
30,550
+1,167
58
$1.83M 0.42%
83,321
+482
59
$1.77M 0.41%
19,654
+762
60
$1.75M 0.4%
10,543
+371
61
$1.67M 0.38%
12,458
+517
62
$1.63M 0.37%
12,472
-6,816
63
$1.59M 0.37%
38,161
+7,245
64
$1.59M 0.36%
31,065
+2,657
65
$1.58M 0.36%
+18,565
66
$1.57M 0.36%
11,852
-2,615
67
$1.55M 0.35%
18,551
-4,664
68
$1.53M 0.35%
51,856
+178
69
$1.51M 0.35%
83,678
+10,087
70
$1.5M 0.34%
5,493
+1,290
71
$1.5M 0.34%
27,411
+4,174
72
$1.49M 0.34%
10,269
-1,718
73
$1.48M 0.34%
10,590
+716
74
$1.48M 0.34%
84,821
+1,262
75
$1.45M 0.33%
19,533
+7,378
1 2
3
4 5