LWP
Lumature Wealth Partners Portfolio holdings
AUM
$168M
This Quarter Return
+6.34%
1 Year Return
+9.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$257M
(+5.2%)
Cap. Flow
+$183K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
46.13%
Holding
418
New
11
Increased
143
Reduced
91
Closed
12
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$705K |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$527K |
| 3 |
Vanguard Value ETF
VTV
|
$391K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$333K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$296K |
Top Sells
Sector Composition
| 1 | Real Estate | 21.26% |
| 2 | Technology | 9.73% |
| 3 | Financials | 5.72% |
| 4 | Consumer Discretionary | 3.98% |
| 5 | Industrials | 3.58% |
