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
251
$27.6K 0.02%
202
252
$26.6K 0.01%
583
253
$26.4K 0.01%
134
254
$26.3K 0.01%
119
255
$26.1K 0.01%
278
256
$25.8K 0.01%
100
257
$25.6K 0.01%
479
-948
258
$25.4K 0.01%
445
-37
259
$25.2K 0.01%
612
-57
260
$23.8K 0.01%
100
261
$23.6K 0.01%
317
-7
262
$23K 0.01%
438
-165
263
$22.2K 0.01%
301
-598
264
$21.2K 0.01%
207
265
$21.2K 0.01%
2,350
-850
266
$21K 0.01%
2,200
-700
267
$20.9K 0.01%
176
268
$20.9K 0.01%
202
-7
269
$20.3K 0.01%
243
270
$20.2K 0.01%
168
271
$20.2K 0.01%
271
272
$20K 0.01%
236
273
$19.4K 0.01%
1,330
-1,800
274
$19.2K 0.01%
280
275
$19K 0.01%
233
9 10
11
12 13