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
$257M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Sector Composition

1 Real Estate 21.26%
2 Technology 9.73%
3 Financials 5.72%
4 Consumer Discretionary 3.98%
5 Industrials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$17K 0.01%
100
-50
302
$17K 0.01%
277
-238
303
$17K 0.01%
334
304
$17K 0.01%
350
305
$17K 0.01%
220
306
$16K 0.01%
240
+40
307
$16K 0.01%
184
-37
308
$16K 0.01%
106
-58
309
$16K 0.01%
244
310
$15K 0.01%
471
311
$15K 0.01%
410
312
$15K 0.01%
400
313
$15K 0.01%
700
314
$15K 0.01%
800
315
$14K 0.01%
200
-57
316
$14K 0.01%
86
317
$13K 0.01%
80
318
$12K ﹤0.01%
300
319
$12K ﹤0.01%
200
320
$12K ﹤0.01%
55
-35
321
$12K ﹤0.01%
100
-68
322
$11K ﹤0.01%
30
323
$11K ﹤0.01%
200
+15
324
$11K ﹤0.01%
100
325
$11K ﹤0.01%
63
+25