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
$401M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$2.8M
2 +$2.21M
3 +$1.16M
4
KHC icon
Kraft Heinz
KHC
+$1.05M
5
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$724K

Top Sells

1 +$3.19M
2 +$2.85M
3 +$1.95M
4
GDOT icon
Green Dot
GDOT
+$1.08M
5
PFE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-861