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
$257M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Sector Composition

1 Real Estate 21.26%
2 Technology 9.73%
3 Financials 5.72%
4 Consumer Discretionary 3.98%
5 Industrials 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$8K ﹤0.01%
69
352
$7K ﹤0.01%
+89
353
$7K ﹤0.01%
68
354
$7K ﹤0.01%
64
355
$7K ﹤0.01%
102
356
$7K ﹤0.01%
77
-50
357
$7K ﹤0.01%
+89
358
$7K ﹤0.01%
200
359
$6K ﹤0.01%
200
360
$6K ﹤0.01%
+40
361
$6K ﹤0.01%
410
362
$6K ﹤0.01%
5
363
$6K ﹤0.01%
81
364
$6K ﹤0.01%
32
365
$5K ﹤0.01%
83
-35
366
$5K ﹤0.01%
42
367
$5K ﹤0.01%
36
368
$5K ﹤0.01%
+249
369
$5K ﹤0.01%
196
-128
370
$5K ﹤0.01%
11
371
$5K ﹤0.01%
87
-57
372
$5K ﹤0.01%
300
373
$5K ﹤0.01%
125
374
$4K ﹤0.01%
118
375
$4K ﹤0.01%
+153