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
351
$8K ﹤0.01%
135
352
$8K ﹤0.01%
234
+33
353
$8K ﹤0.01%
140
+13
354
$8K ﹤0.01%
53
-47
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$8K ﹤0.01%
320
356
$8K ﹤0.01%
118
357
$7K ﹤0.01%
40
-60
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$7K ﹤0.01%
77
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239
360
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361
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410
362
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363
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69
364
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-27
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$7K ﹤0.01%
5
366
$6K ﹤0.01%
66
367
$6K ﹤0.01%
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+4
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$6K ﹤0.01%
40
369
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36
370
$6K ﹤0.01%
38
-25
371
$6K ﹤0.01%
68
372
$6K ﹤0.01%
51
-13
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$6K ﹤0.01%
32
374
$5K ﹤0.01%
22
-4
375
$5K ﹤0.01%
198
+80
13 14
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16 17