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
$459M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$6.31M
2
+$3.99M
3
+$3.97M
4
BSM icon
Black Stone Minerals
BSM
+$2.19M
5
TGT icon
Target
TGT
+$1.44M

Top Sells

1
+$5M
2
+$1.51M
3
+$1.45M
4
SMCI icon
Super Micro Computer
SMCI
+$1.38M
5
ED icon
Consolidated Edison
ED
+$1.34M

Sector Composition

1 Technology 11.47%
2 Financials 9.85%
3 Consumer Staples 8.41%
4 Industrials 8.31%
5 Consumer Discretionary 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.56M 0.34%
41,488
+3,327
77
$1.55M 0.34%
7,278
+799
78
$1.49M 0.32%
12,819
+967
79
$1.44M 0.31%
+10,637
80
$1.44M 0.31%
+14,272
81
$1.34M 0.29%
17,710
82
$1.22M 0.27%
11,358
+364
83
$1.17M 0.26%
20,790
+2,239
84
$1.17M 0.26%
+59,878
85
$1.15M 0.25%
28,628
+1,217
86
$1.14M 0.25%
37,040
+498
87
$1.1M 0.24%
14,760
+600
88
$881K 0.19%
2,266
+556
89
$766K 0.17%
5,706
-2,543
90
$743K 0.16%
10,576
+44
91
$741K 0.16%
3,369
+30
92
$644K 0.14%
3,805
+84
93
$511K 0.11%
11,622
+140
94
$509K 0.11%
2,601
95
$446K 0.1%
16,810
+194
96
$432K 0.09%
3,098
+8
97
$411K 0.09%
3,262
+26
98
$400K 0.09%
+3,027
99
$399K 0.09%
6,258
+1,333
100
$393K 0.09%
2,392
2 3
4
5 6