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
$437M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$1.75M
3
+$1.58M
4
RGA icon
Reinsurance Group of America
RGA
+$1.41M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.39M

Top Sells

1
+$2.88M
2
+$1.41M
3
+$1.4M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$1.14M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$922K

Sector Composition

1 Technology 11.18%
2 Financials 9.85%
3 Industrials 8.68%
4 Consumer Staples 8.34%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.33%
9,390
+479
77
$1.41M 0.32%
+6,479
78
$1.38M 0.32%
33,040
+22,130
79
$1.36M 0.31%
14,160
+508
80
$1.34M 0.31%
12,907
+1,177
81
$1.28M 0.29%
36,542
+4,025
82
$1.27M 0.29%
10,994
83
$1.17M 0.27%
17,710
84
$1M 0.23%
8,249
+1,662
85
$738K 0.17%
3,339
-156
86
$693K 0.16%
1,710
+1
87
$650K 0.15%
3,721
-259
88
$595K 0.14%
10,532
+59
89
$515K 0.12%
2,601
90
$503K 0.12%
3,090
+6
91
$481K 0.11%
16,616
-35
92
$456K 0.1%
11,482
-404
93
$441K 0.1%
3,236
+26
94
$410K 0.09%
6,509
95
$399K 0.09%
2,392
96
$367K 0.08%
7,996
97
$364K 0.08%
2,173
+23
98
$364K 0.08%
+4,925
99
$341K 0.08%
689
100
$315K 0.07%
100
2 3
4
5 6