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
276
$36K 0.01%
149
-3,062
277
$35K 0.01%
200
278
$34K 0.01%
142
+48
279
$34K 0.01%
283
-1,752
280
$34K 0.01%
600
281
$33K 0.01%
2,900
282
$33K 0.01%
747
-80
283
$33K 0.01%
667
284
$32K 0.01%
3,200
285
$32K 0.01%
81
286
$31K 0.01%
119
-17
287
$30K 0.01%
261
-111
288
$29K 0.01%
836
289
$28K 0.01%
+235
290
$28K 0.01%
82
-5
291
$28K 0.01%
271
292
$28K 0.01%
110
293
$28K 0.01%
299
+4
294
$28K 0.01%
100
295
$27K 0.01%
200
296
$26K 0.01%
100
297
$25K 0.01%
210
-51
298
$25K 0.01%
233
299
$24K 0.01%
243
300
$24K 0.01%
210
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