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
351
$3.34K ﹤0.01%
12
352
$3.18K ﹤0.01%
750
353
$3.11K ﹤0.01%
8
354
$3K ﹤0.01%
66
355
$2.97K ﹤0.01%
508
-69
356
$2.96K ﹤0.01%
24
357
$2.77K ﹤0.01%
19
-19
358
$2.75K ﹤0.01%
8
359
$2.69K ﹤0.01%
8
360
$2.47K ﹤0.01%
28
-4
361
$2.45K ﹤0.01%
220
362
$2.09K ﹤0.01%
835
363
$1.98K ﹤0.01%
8
364
$1.97K ﹤0.01%
57
365
$1.92K ﹤0.01%
34
366
$1.89K ﹤0.01%
19
-29
367
$1.79K ﹤0.01%
17
368
$1.6K ﹤0.01%
1,000
369
$1.4K ﹤0.01%
10
370
$1.39K ﹤0.01%
40
-6
371
$1.38K ﹤0.01%
124
-701
372
$1.06K ﹤0.01%
50
373
$928 ﹤0.01%
35
374
$797 ﹤0.01%
13
375
$733 ﹤0.01%
29
13 14
15
16 17