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
$310M
AUM Growth
+$7.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.21M
3
+$2.33M
4
RJF icon
Raymond James Financial
RJF
+$1.71M
5
ABNB icon
Airbnb
ABNB
+$1.26M

Top Sells

1
+$2.52M
2
+$2.45M
3
+$1.13M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$588K
5
WDC icon
Western Digital
WDC
+$585K

Sector Composition

1 Financials 9.81%
2 Technology 9.73%
3 Industrials 8.35%
4 Consumer Staples 8.22%
5 Healthcare 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.16%
2,577
77
$458K 0.15%
+5,214
78
$450K 0.15%
8,943
79
$435K 0.14%
3,148
80
$425K 0.14%
7,751
+3
81
$415K 0.13%
2,696
-396
82
$409K 0.13%
15,186
+4,869
83
$395K 0.13%
2,933
84
$361K 0.12%
6,744
-218
85
$330K 0.11%
8,832
86
$328K 0.11%
2,450
87
$328K 0.11%
2,392
88
$318K 0.1%
8,050
89
$311K 0.1%
3,131
-5,926
90
$288K 0.09%
3,165
91
$271K 0.09%
5,065
-52
92
$269K 0.09%
1,447
93
$259K 0.08%
3,361
+11
94
$252K 0.08%
19,993
95
$248K 0.08%
3,219
96
$246K 0.08%
100
97
$245K 0.08%
689
98
$244K 0.08%
1,147
99
$240K 0.08%
5,188
100
$236K 0.08%
7,875
1 2 3
4
5