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
$4K ﹤0.01%
11
381
$4K ﹤0.01%
54
382
$3K ﹤0.01%
66
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
388
$2K ﹤0.01%
60
389
$2K ﹤0.01%
64
-3
390
$2K ﹤0.01%
66
391
$2K ﹤0.01%
75
392
$2K ﹤0.01%
8
393
$1K ﹤0.01%
35
394
$1K ﹤0.01%
32
395
$1K ﹤0.01%
50
396
$1K ﹤0.01%
10
397
$1K ﹤0.01%
12
398
$0 ﹤0.01%
1
399
– –
-665
400
– –
-103
13 14 15
16
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