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
$397M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.3M
3
+$1.3M
4
APP icon
Applovin
APP
+$1.28M
5
STRL icon
Sterling Infrastructure
STRL
+$1.25M

Top Sells

1
+$2.64M
2
+$2.38M
3
+$1.55M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.43M
5
WMT icon
Walmart
WMT
+$1.22M

Sector Composition

1 Technology 10.61%
2 Financials 9.8%
3 Industrials 9.1%
4 Consumer Discretionary 7.82%
5 Consumer Staples 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.17M 0.29%
+9,304
77
$1.17M 0.29%
+25,935
78
$1.15M 0.29%
+70,337
79
$1.13M 0.28%
+10,791
80
$1.11M 0.28%
+3,699
81
$1.1M 0.28%
8,405
+280
82
$1.06M 0.27%
10,994
83
$1.02M 0.26%
11,219
+702
84
$947K 0.24%
+9,380
85
$936K 0.24%
17,710
86
$773K 0.19%
20,386
-601
87
$667K 0.17%
3,491
+52
88
$644K 0.16%
1,680
-42
89
$620K 0.16%
3,078
90
$612K 0.15%
3,758
+83
91
$604K 0.15%
10,423
92
$558K 0.14%
6,180
+380
93
$483K 0.12%
1,862
+39
94
$475K 0.12%
2,601
95
$473K 0.12%
3,185
96
$429K 0.11%
2,221
+1,074
97
$382K 0.1%
6,509
98
$380K 0.1%
2,392
99
$375K 0.09%
7,026
100
$370K 0.09%
689
1 2 3
4
5