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
$459M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$3.99M
3
+$3.97M
4
BSM icon
Black Stone Minerals
BSM
+$2.19M
5
TGT icon
Target
TGT
+$1.44M

Top Sells

1
+$5M
2
+$1.51M
3
+$1.45M
4
SMCI icon
Super Micro Computer
SMCI
+$1.38M
5
ED icon
Consolidated Edison
ED
+$1.34M

Sector Composition

1 Technology 11.47%
2 Financials 9.85%
3 Consumer Staples 8.41%
4 Industrials 8.31%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.59%
14,185
+64
52
$2.68M 0.59%
24,100
-90
53
$2.64M 0.57%
20,058
+380
54
$2.63M 0.57%
46,412
+923
55
$2.59M 0.56%
7,992
-4,480
56
$2.32M 0.51%
52,728
-430
57
$2.3M 0.5%
23,088
+708
58
$2.22M 0.48%
37,570
+412
59
$2.19M 0.48%
+150,245
60
$2.17M 0.47%
9,618
+138
61
$2.12M 0.46%
52,937
+1,666
62
$2.1M 0.46%
11,112
+569
63
$1.99M 0.43%
19,891
+1,326
64
$1.96M 0.43%
5,861
+368
65
$1.91M 0.42%
83,811
+490
66
$1.85M 0.4%
31,264
+714
67
$1.79M 0.39%
10,646
+377
68
$1.77M 0.39%
22,507
+2,974
69
$1.75M 0.38%
12,509
+51
70
$1.75M 0.38%
28,095
+145
71
$1.71M 0.37%
91,491
+6,670
72
$1.7M 0.37%
11,381
+791
73
$1.7M 0.37%
55,363
+3,507
74
$1.64M 0.36%
9,488
+98
75
$1.62M 0.35%
19,707
+53
1 2
3
4 5