LWP

LMG Wealth Partners Portfolio holdings

AUM $538M
1-Year Est. Return 20.18%
This Quarter Est. Return
1 Year Est. Return
+20.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$538M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$2.18M
3 +$2.14M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$2.06M
5
WLDN icon
Willdan Group
WLDN
+$1.88M

Top Sells

1 +$2.01M
2 +$1.35M
3 +$683K
4
APP icon
Applovin
APP
+$595K
5
ETR icon
Entergy
ETR
+$259K

Sector Composition

1 Technology 12.23%
2 Financials 10.93%
3 Industrials 7.86%
4 Consumer Staples 7.55%
5 Consumer Discretionary 7.25%