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
326
$6.64K ﹤0.01%
31
-4
327
$6.59K ﹤0.01%
5
328
$6.54K ﹤0.01%
410
329
$6.4K ﹤0.01%
55
330
$6.39K ﹤0.01%
200
331
$6.35K ﹤0.01%
36
332
$6.17K ﹤0.01%
90
-13
333
$6.02K ﹤0.01%
100
-900
334
$5.67K ﹤0.01%
129
-19
335
$5.65K ﹤0.01%
+665
336
$5.63K ﹤0.01%
17
337
$5.46K ﹤0.01%
166
338
$5.18K ﹤0.01%
2,000
339
$5.15K ﹤0.01%
20
340
$5.03K ﹤0.01%
80
341
$4.98K ﹤0.01%
270
342
$4.88K ﹤0.01%
320
-45
343
$4.73K ﹤0.01%
200
344
$4.6K ﹤0.01%
82
-11
345
$4.07K ﹤0.01%
+100
346
$3.98K ﹤0.01%
15
347
$3.98K ﹤0.01%
106
+1
348
$3.69K ﹤0.01%
46
349
$3.51K ﹤0.01%
11
350
$3.35K ﹤0.01%
40
12 13
14
15 16