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
$249M
AUM Growth
-$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$677K
2
+$542K
3
+$499K
4
EXPD icon
Expeditors International
EXPD
+$499K
5
GS icon
Goldman Sachs
GS
+$493K

Top Sells

1
+$1M
2
+$780K
3
+$740K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$614K
5
AAPL icon
Apple
AAPL
+$569K

Sector Composition

1 Real Estate 19.19%
2 Technology 8.99%
3 Financials 5.78%
4 Industrials 4.82%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$81K 0.03%
265
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227
$80K 0.03%
2,564
-222
228
$78K 0.03%
768
229
$77K 0.03%
8,510
230
$76K 0.03%
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231
$75K 0.03%
942
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232
$75K 0.03%
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233
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234
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446
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235
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236
$68K 0.03%
314
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237
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238
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239
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240
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241
$63K 0.03%
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242
$61K 0.02%
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243
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245
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247
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138
248
$57K 0.02%
365
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249
$57K 0.02%
200
250
$55K 0.02%
950
-471
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