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
$190M
AUM Growth
+$84.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$2.83M
3
+$2.82M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$2.65M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.54M

Top Sells

1
+$715K
2
+$558K
3
+$517K
4
LHX icon
L3Harris
LHX
+$511K
5
MMM icon
3M
MMM
+$502K

Sector Composition

1 Real Estate 18.75%
2 Technology 8.36%
3 Financials 4.95%
4 Consumer Discretionary 3.3%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4K ﹤0.01%
+44
327
$4K ﹤0.01%
+58
328
$4K ﹤0.01%
+48
329
$4K ﹤0.01%
+11
330
$4K ﹤0.01%
+43
331
$4K ﹤0.01%
+63
332
$3K ﹤0.01%
+60
333
$3K ﹤0.01%
+66
334
$3K ﹤0.01%
+54
335
$2K ﹤0.01%
+66
336
$2K ﹤0.01%
+10
337
$2K ﹤0.01%
+75
338
$2K ﹤0.01%
+8
339
$1K ﹤0.01%
+35
340
$1K ﹤0.01%
+32
341
$1K ﹤0.01%
+50
342
$1K ﹤0.01%
+5
343
$1K ﹤0.01%
+10
344
$1K ﹤0.01%
+12
345
$1K ﹤0.01%
+50
346
$0 ﹤0.01%
+2
347
$0 ﹤0.01%
+1
348
$0 ﹤0.01%
+2
349
$0 ﹤0.01%
+1
350
$0 ﹤0.01%
+1
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