LWP
LMG Wealth Partners Portfolio holdings
AUM
$487M
This Quarter Return
+8.33%
1 Year Return
+19.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$487M
AUM Growth
+$487M
(+8.5%)
Cap. Flow
+$8.99M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
32.91%
Holding
143
New
15
Increased
69
Reduced
32
Closed
4
Top Buys
| 1 |
Wells Fargo
WFC
|
$2.95M |
| 2 |
Kimberly-Clark
KMB
|
$1.29M |
| 3 |
Stride
LRN
|
$1.16M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$825K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$813K |
Top Sells
| 1 |
Cardinal Health
CAH
|
$3.07M |
| 2 |
Abercrombie & Fitch
ANF
|
$999K |
| 3 |
General Mills
GIS
|
$623K |
| 4 |
Eaton
ETN
|
$601K |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
$431K |
Sector Composition
| 1 | Technology | 12.53% |
| 2 | Financials | 11.43% |
| 3 | Consumer Staples | 8.3% |
| 4 | Industrials | 7.57% |
| 5 | Consumer Discretionary | 7.24% |
