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
$245M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1 +$663K
2 +$586K
3 +$503K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$501K
5
MBB icon
iShares MBS ETF
MBB
+$468K

Top Sells

1 +$7.11M
2 +$1.45M
3 +$1.44M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.44M
5
AFL icon
Aflac
AFL
+$1.03M

Sector Composition

1 Real Estate 23.53%
2 Technology 8.6%
3 Financials 5.45%
4 Consumer Discretionary 3.59%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$4K ﹤0.01%
30
377
$4K ﹤0.01%
58
378
$4K ﹤0.01%
118
379
$4K ﹤0.01%
94
380
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11
381
$4K ﹤0.01%
54
382
$3K ﹤0.01%
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383
$3K ﹤0.01%
17
384
$3K ﹤0.01%
60
385
$3K ﹤0.01%
+400
386
$2K ﹤0.01%
3
387
$2K ﹤0.01%
50
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64
-3
390
$2K ﹤0.01%
66
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$2K ﹤0.01%
75
392
$2K ﹤0.01%
8
393
$1K ﹤0.01%
35
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50
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10
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$1K ﹤0.01%
12
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$0 ﹤0.01%
1
399
-665
400
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