LWP
LMG Wealth Partners Portfolio holdings
AUM
$487M
This Quarter Return
+0.81%
1 Year Return
+19.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$401M
AUM Growth
+$401M
(+1%)
Cap. Flow
+$4.14M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
35.66%
Holding
126
New
5
Increased
79
Reduced
18
Closed
4
Top Buys
| 1 |
Archer Daniels Midland
ADM
|
$2.8M |
| 2 |
Chubb
CB
|
$2.21M |
| 3 |
US Bancorp
USB
|
$1.16M |
| 4 |
Kraft Heinz
KHC
|
$1.05M |
| 5 |
NVIDIA
NVDA
|
$737K |
Top Sells
| 1 |
Whirlpool
WHR
|
$3.19M |
| 2 |
Franklin Resources
BEN
|
$2.85M |
| 3 |
Intel
INTC
|
$1.95M |
| 4 |
Green Dot
GDOT
|
$1.08M |
| 5 |
Pfizer
PFE
|
$902K |
Sector Composition
| 1 | Technology | 11.19% |
| 2 | Financials | 9.44% |
| 3 | Industrials | 9.24% |
| 4 | Consumer Staples | 7.94% |
| 5 | Consumer Discretionary | 6.95% |