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
$302M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$21.1M
2 +$16M
3 +$10.4M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$10.1M
5
CAH icon
Cardinal Health
CAH
+$9.86M

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.59%
2 Technology 8.92%
3 Industrials 8.88%
4 Consumer Staples 8.13%
5 Healthcare 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$236K 0.08%
+100
102
$234K 0.08%
+3,338
103
$210K 0.07%
+871
104
$206K 0.07%
+7,199
105
$161K 0.05%
+28,762
106
$129K 0.04%
+18,022
107
$54.4K 0.02%
+26,013