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%
334
302
$18K 0.01%
286
+161
303
$17K 0.01%
190
+106
304
$17K 0.01%
+86
305
$17K 0.01%
81
-94
306
$17K 0.01%
147
-74
307
$17K 0.01%
125
+70
308
$16K 0.01%
200
309
$16K 0.01%
471
310
$16K 0.01%
96
+62
311
$16K 0.01%
196
+110
312
$16K 0.01%
350
313
$16K 0.01%
257
+128
314
$16K 0.01%
244
315
$16K 0.01%
90
-27
316
$16K 0.01%
203
317
$15K 0.01%
+60
318
$15K 0.01%
700
319
$15K 0.01%
+30
320
$13K 0.01%
+50
321
$13K 0.01%
+800
322
$12K ﹤0.01%
127
-559
323
$12K ﹤0.01%
300
324
$12K ﹤0.01%
200
325
$11K ﹤0.01%
185
-426
11 12
13
14 15