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
$257M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Sector Composition

1 Real Estate 21.26%
2 Technology 9.73%
3 Financials 5.72%
4 Consumer Discretionary 3.98%
5 Industrials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$52K 0.02%
227
-60
227
$52K 0.02%
712
-19
228
$51K 0.02%
946
+348
229
$48K 0.02%
158
+51
230
$46K 0.02%
388
-36
231
$45K 0.02%
846
232
$44K 0.02%
690
-378
233
$44K 0.02%
372
-52
234
$44K 0.02%
236
235
$42K 0.02%
301
+119
236
$42K 0.02%
50
+20
237
$42K 0.02%
110
+60
238
$40K 0.02%
210
239
$39K 0.02%
290
-217
240
$39K 0.02%
600
241
$38K 0.01%
1,174
+352
242
$38K 0.01%
136
+17
243
$38K 0.01%
243
-65
244
$37K 0.01%
250
245
$37K 0.01%
200
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246
$37K 0.01%
827
-1,358
247
$36K 0.01%
124
+37
248
$35K 0.01%
2,900
249
$35K 0.01%
100
250
$35K 0.01%
112
+24