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
$360M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$2.16M
3
+$691K
4
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$597K
5
VZ icon
Verizon
VZ
+$510K

Top Sells

1
+$4.97M
2
+$537K
3
+$490K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$225K
5
AFL icon
Aflac
AFL
+$130K

Sector Composition

1 Financials 10.44%
2 Technology 10.33%
3 Industrials 7.77%
4 Consumer Staples 7.32%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$457K 0.13%
3,078
+145
77
$443K 0.12%
2,601
-26
78
$423K 0.12%
7,709
-47
79
$412K 0.11%
1,823
+153
80
$375K 0.1%
7,026
-93,294
81
$372K 0.1%
2,392
82
$365K 0.1%
6,509
83
$349K 0.1%
6,869
-2
84
$324K 0.09%
8,050
85
$319K 0.09%
689
86
$312K 0.09%
2,150
-300
87
$304K 0.08%
6,181
-7
88
$299K 0.08%
1,147
89
$287K 0.08%
5,800
+260
90
$285K 0.08%
4,819
-343
91
$266K 0.07%
3,361
92
$264K 0.07%
7,613
-262
93
$259K 0.07%
100
94
$247K 0.07%
1,447
95
$246K 0.07%
2,270
+47
96
$244K 0.07%
3,000
97
$241K 0.07%
19,769
-193
98
$229K 0.06%
2,081
99
$223K 0.06%
+860
100
$211K 0.06%
14,643
-7,103
1 2 3
4
5