LWP

LMG Wealth Partners Portfolio holdings

AUM $536M
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$360M
AUM Growth
+$31.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$2.04M
3
+$643K
4
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$557K
5
VZ icon
Verizon
VZ
+$479K

Top Sells

1
+$4.85M
2
+$529K
3
+$445K
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$217K
5
AFL icon
Aflac
AFL
+$127K

Sector Composition

1 Financials 10.44%
2 Technology 10.33%
3 Industrials 7.77%
4 Consumer Staples 7.32%
5 Consumer Discretionary 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$208K 0.06%
1,488
-72
102
$204K 0.06%
7,179
103
$202K 0.06%
+494
104
$201K 0.06%
+1,511
105
$201K 0.06%
+1,217
106
$61.1K 0.02%
18,022
107
$52.1K 0.01%
28,454
108
– –
-23,232
1 2 3 4
5