LWP

Lumature Wealth Partners Portfolio holdings

AUM $168M
1-Year Est. Return 9.84%
This Quarter Est. Return
1 Year Est. Return
+9.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$586K
3
+$503K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$501K
5
MBB icon
iShares MBS ETF
MBB
+$468K

Top Sells

1
+$7.11M
2
+$1.45M
3
+$1.44M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.44M
5
AFL icon
Aflac
AFL
+$1.03M

Sector Composition

1 Real Estate 23.53%
2 Technology 8.6%
3 Financials 5.45%
4 Consumer Discretionary 3.59%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56K 0.02%
746
227
$56K 0.02%
287
-9
228
$56K 0.02%
1,800
229
$55K 0.02%
+210
230
$55K 0.02%
737
231
$51K 0.02%
731
+7
232
$50K 0.02%
308
-15
233
$48K 0.02%
798
234
$48K 0.02%
200
235
$48K 0.02%
424
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236
$46K 0.02%
296
237
$45K 0.02%
+846
238
$43K 0.02%
109
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239
$43K 0.02%
156
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240
$42K 0.02%
236
241
$41K 0.02%
732
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242
$41K 0.02%
277
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243
$41K 0.02%
898
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244
$39K 0.02%
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245
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247
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248
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249
$34K 0.01%
2,900
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250
$34K 0.01%
539
-148
8 9
10
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