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
301
$11K 0.01%
142
-1,297
302
$11K 0.01%
162
-25
303
$10.8K 0.01%
150
304
$10.7K 0.01%
202
305
$10.4K 0.01%
95
-30
306
$9.87K 0.01%
103
-576
307
$9.71K 0.01%
400
308
$9.59K 0.01%
57
309
$9.48K 0.01%
121
310
$9.07K 0.01%
30
311
$8.79K ﹤0.01%
514
312
$8.7K ﹤0.01%
83
313
$8.69K ﹤0.01%
140
-20
314
$8.51K ﹤0.01%
292
315
$7.88K ﹤0.01%
200
316
$7.58K ﹤0.01%
66
317
$7.51K ﹤0.01%
110
318
$7.23K ﹤0.01%
135
319
$7.18K ﹤0.01%
230
-50
320
$6.97K ﹤0.01%
69
321
$6.86K ﹤0.01%
100
322
$6.82K ﹤0.01%
246
-34
323
$6.77K ﹤0.01%
200
324
$6.73K ﹤0.01%
200
325
$6.64K ﹤0.01%
31
11 12
13
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