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
326
$12K ﹤0.01%
196
-4
327
$12K ﹤0.01%
362
-511
328
$12K ﹤0.01%
278
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$12K ﹤0.01%
142
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$11K ﹤0.01%
49
331
$11K ﹤0.01%
80
332
$10K ﹤0.01%
72
-9
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$10K ﹤0.01%
30
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$10K ﹤0.01%
85
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273
-148
336
$10K ﹤0.01%
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-28
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$10K ﹤0.01%
40
+4
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$10K ﹤0.01%
400
339
$10K ﹤0.01%
40
-13
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$9K ﹤0.01%
94
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$9K ﹤0.01%
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342
$9K ﹤0.01%
+200
343
$9K ﹤0.01%
38
+5
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$9K ﹤0.01%
47
+6
345
$9K ﹤0.01%
121
346
$9K ﹤0.01%
56
+9
347
$9K ﹤0.01%
825
348
$9K ﹤0.01%
1,500
349
$8K ﹤0.01%
31
+4
350
$8K ﹤0.01%
+665
12 13
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