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
301
$24K 0.01%
200
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$24K 0.01%
86
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$23K 0.01%
371
-168
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+1
307
$22K 0.01%
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308
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309
$20K 0.01%
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$19K 0.01%
280
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125
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38
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$18K 0.01%
1,000
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$16K 0.01%
700
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$15K 0.01%
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$14K 0.01%
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$14K 0.01%
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750
323
$14K 0.01%
200
324
$13K 0.01%
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$13K 0.01%
99
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