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
276
$19K 0.01%
200
277
$17.9K 0.01%
471
278
$17.3K 0.01%
801
+1
279
$17.2K 0.01%
62
280
$16.9K 0.01%
324
-251
281
$16.8K 0.01%
708
282
$16.4K 0.01%
25
-5
283
$16.3K 0.01%
200
284
$15.4K 0.01%
465
285
$15.3K 0.01%
+142
286
$15K 0.01%
210
287
$14.2K 0.01%
72
288
$14.1K 0.01%
83
289
$13.9K 0.01%
280
-1,184
290
$12.9K 0.01%
500
291
$12.9K 0.01%
82
292
$12.9K 0.01%
179
-641
293
$12.8K 0.01%
267
294
$12.7K 0.01%
1,000
295
$12.5K 0.01%
166
-1,122
296
$12.1K 0.01%
57
-47
297
$11.7K 0.01%
300
298
$11.6K 0.01%
284
-332
299
$11.6K 0.01%
109
-771
300
$11K 0.01%
410
10 11
12
13 14