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
251
$54K 0.02%
1,800
252
$53K 0.02%
1,154
+208
253
$53K 0.02%
224
-3
254
$53K 0.02%
5,758
+3
255
$52K 0.02%
798
256
$51K 0.02%
512
-9
257
$50K 0.02%
488
258
$48K 0.02%
+435
259
$48K 0.02%
444
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260
$47K 0.02%
700
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261
$46K 0.02%
936
-178
262
$44K 0.02%
174
+50
263
$44K 0.02%
333
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264
$44K 0.02%
612
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265
$43K 0.02%
193
-3,501
266
$42K 0.02%
847
+1
267
$42K 0.02%
231
-5
268
$41K 0.02%
412
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269
$41K 0.02%
686
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270
$41K 0.02%
824
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271
$40K 0.02%
54
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272
$40K 0.02%
290
273
$40K 0.02%
669
-21
274
$38K 0.02%
1,282
+108
275
$36K 0.01%
600
9 10
11
12 13