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
$401M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.21M
3
+$1.16M
4
KHC icon
Kraft Heinz
KHC
+$1.05M
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$724K

Top Sells

1
+$3.19M
2
+$2.85M
3
+$1.95M
4
GDOT icon
Green Dot
GDOT
+$1.08M
5
PFE icon
Pfizer
PFE
+$902K

Sector Composition

1 Technology 11.19%
2 Financials 9.44%
3 Industrials 9.24%
4 Consumer Staples 7.94%
5 Consumer Discretionary 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.28%
12,155
+1,364
77
$1.1M 0.28%
8,911
+506
78
$1.1M 0.27%
10,994
79
$1.08M 0.27%
4,203
+504
80
$1.05M 0.26%
11,730
+511
81
$1.05M 0.26%
+32,517
82
$947K 0.24%
17,710
83
$894K 0.22%
10,910
+1,530
84
$814K 0.2%
6,587
+407
85
$638K 0.16%
3,980
+222
86
$622K 0.16%
10,473
+50
87
$604K 0.15%
3,495
+4
88
$588K 0.15%
1,709
+29
89
$535K 0.13%
3,084
+6
90
$475K 0.12%
2,601
91
$473K 0.12%
11,886
-8,500
92
$466K 0.12%
16,651
-32,222
93
$439K 0.11%
3,210
+25
94
$402K 0.1%
689
95
$396K 0.1%
2,175
-46
96
$382K 0.1%
6,509
97
$364K 0.09%
2,392
98
$364K 0.09%
38,500
-114,754
99
$341K 0.08%
7,996
100
$323K 0.08%
2,150
2 3
4
5 6