LWP
LMG Wealth Partners Portfolio holdings
AUM
$487M
This Quarter Return
+9.88%
1 Year Return
+19.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$397M
AUM Growth
+$397M
(+10%)
Cap. Flow
+$16M
Cap. Flow
% of AUM
4.03%
Top 10 Holdings %
Top 10 Hldgs %
34.5%
Holding
125
New
18
Increased
45
Reduced
35
Closed
4
Top Buys
| 1 |
Walmart
WMT
|
$6.77M |
| 2 |
Corporacion America
CAAP
|
$1.33M |
| 3 |
Modine Manufacturing
MOD
|
$1.3M |
| 4 |
Green Brick Partners
GRBK
|
$1.3M |
| 5 |
Applovin
APP
|
$1.28M |
Top Sells
| 1 |
Cardinal Health
CAH
|
$2.64M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$2.38M |
| 3 |
Lowe's Companies
LOW
|
$1.55M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.43M |
| 5 |
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
|
$1.15M |
Sector Composition
| 1 | Technology | 10.61% |
| 2 | Financials | 9.8% |
| 3 | Industrials | 9.1% |
| 4 | Consumer Discretionary | 7.82% |
| 5 | Consumer Staples | 6.88% |
