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
326
$11K ﹤0.01%
200
327
$11K ﹤0.01%
410
328
$11K ﹤0.01%
825
329
$10K ﹤0.01%
320
330
$10K ﹤0.01%
30
331
$10K ﹤0.01%
121
332
$10K ﹤0.01%
49
-18
333
$10K ﹤0.01%
+135
334
$9K ﹤0.01%
399
+223
335
$9K ﹤0.01%
835
336
$9K ﹤0.01%
141
+74
337
$9K ﹤0.01%
37
+18
338
$9K ﹤0.01%
53
+28
339
$9K ﹤0.01%
+300
340
$9K ﹤0.01%
1,500
341
$8K ﹤0.01%
+100
342
$8K ﹤0.01%
29
+15
343
$8K ﹤0.01%
65
+33
344
$8K ﹤0.01%
76
+39
345
$8K ﹤0.01%
27
+14
346
$8K ﹤0.01%
33
+17
347
$8K ﹤0.01%
41
+21
348
$8K ﹤0.01%
69
349
$8K ﹤0.01%
324
350
$8K ﹤0.01%
102
12 13
14
15 16