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
$437M
AUM Growth
+$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$3.27M
2 +$1.75M
3 +$1.58M
4
RGA icon
Reinsurance Group of America
RGA
+$1.41M
5
VFH icon
Vanguard Financials ETF
VFH
+$1.39M

Top Sells

1 +$2.88M
2 +$1.41M
3 +$1.4M
4
AMR icon
Alpha Metallurgical Resources
AMR
+$1.14M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$922K

Sector Composition

1 Technology 11.18%
2 Financials 9.85%
3 Industrials 8.68%
4 Consumer Staples 8.34%
5 Consumer Discretionary 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,776
127
-1,511
128
-3,506