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
301
$18K 0.01%
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$18K 0.01%
286
+161
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$17K 0.01%
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$17K 0.01%
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$16K 0.01%
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$15K 0.01%
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$15K 0.01%
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$12K ﹤0.01%
127
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$12K ﹤0.01%
300
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$12K ﹤0.01%
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$11K ﹤0.01%
185
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