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
251
$33K 0.01%
100
252
$32K 0.01%
+100
253
$31K 0.01%
598
+245
254
$31K 0.01%
3,200
-3,500
255
$30K 0.01%
515
-150
256
$30K 0.01%
873
257
$30K 0.01%
119
258
$30K 0.01%
200
259
$30K 0.01%
+498
260
$30K 0.01%
667
261
$29K 0.01%
100
262
$29K 0.01%
+81
263
$28K 0.01%
150
-61
264
$28K 0.01%
295
265
$27K 0.01%
107
+60
266
$27K 0.01%
+243
267
$27K 0.01%
+271
268
$27K 0.01%
70
+15
269
$27K 0.01%
+836
270
$26K 0.01%
+220
271
$25K 0.01%
+200
272
$24K 0.01%
236
-70
273
$24K 0.01%
30
+25
274
$24K 0.01%
+233
275
$24K 0.01%
164
-36
9 10
11
12 13