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
$179M
AUM Growth
-$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$731K
3
+$390K
4
LHX icon
L3Harris
LHX
+$264K
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$231K

Top Sells

1
+$10.5M
2
+$1.96M
3
+$1.46M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$908K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$756K

Sector Composition

1 Real Estate 16.79%
2 Financials 8.42%
3 Technology 7.48%
4 Consumer Staples 5.76%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43.9K 0.02%
488
227
$43.2K 0.02%
667
-450
228
$42.6K 0.02%
728
229
$42K 0.02%
640
230
$40.6K 0.02%
792
-5,656
231
$40.2K 0.02%
381
-1,414
232
$39.6K 0.02%
1,317
-1,612
233
$39.4K 0.02%
+260
234
$38.8K 0.02%
478
235
$38.4K 0.02%
265
236
$38.1K 0.02%
847
237
$38K 0.02%
81
238
$36.6K 0.02%
575
239
$36.4K 0.02%
391
240
$34.7K 0.02%
141
241
$33.8K 0.02%
369
242
$33.5K 0.02%
667
243
$33K 0.02%
246
244
$32.4K 0.02%
377
245
$30.4K 0.02%
235
246
$29.8K 0.02%
200
247
$28.9K 0.02%
412
248
$28.8K 0.02%
290
249
$28.3K 0.02%
836
250
$28.1K 0.02%
368
-369
8 9
10
11 12