LWP

Lumature Wealth Partners Portfolio holdings

AUM $168M
1-Year Est. Return 9.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.85%
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
+$555K
2
+$533K
3
+$527K
4
JPM icon
JPMorgan Chase
JPM
+$521K
5
WMT icon
Walmart Inc
WMT
+$512K

Top Sells

1
+$1.03M
2
+$757K
3
+$730K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$605K
5
AAPL icon
Apple
AAPL
+$548K

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%
+665
352
$8K ﹤0.01%
135
353
$8K ﹤0.01%
234
+33
354
$8K ﹤0.01%
140
+13
355
$8K ﹤0.01%
118
356
$8K ﹤0.01%
53
-47
357
$7K ﹤0.01%
239
358
$7K ﹤0.01%
200
359
$7K ﹤0.01%
410
360
$7K ﹤0.01%
200
361
$7K ﹤0.01%
5
362
$7K ﹤0.01%
69
363
$7K ﹤0.01%
40
-60
364
$7K ﹤0.01%
77
365
$7K ﹤0.01%
28
-27
366
$6K ﹤0.01%
46
+4
367
$6K ﹤0.01%
40
368
$6K ﹤0.01%
51
-13
369
$6K ﹤0.01%
36
370
$6K ﹤0.01%
38
-25
371
$6K ﹤0.01%
68
372
$6K ﹤0.01%
32
373
$6K ﹤0.01%
66
374
$5K ﹤0.01%
835
375
$5K ﹤0.01%
196
13 14
15
16 17