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
376
$5K ﹤0.01%
+2,000
377
$5K ﹤0.01%
835
378
$5K ﹤0.01%
196
379
$5K ﹤0.01%
11
380
$4K ﹤0.01%
17
381
$4K ﹤0.01%
72
-41
382
$4K ﹤0.01%
63
-181
383
$4K ﹤0.01%
87
384
$3K ﹤0.01%
40
-200
385
$3K ﹤0.01%
249
386
$2K ﹤0.01%
60
387
$2K ﹤0.01%
47
-4
388
$2K ﹤0.01%
34
-68
389
$2K ﹤0.01%
57
390
$2K ﹤0.01%
8
391
$2K ﹤0.01%
1,000
392
$1K ﹤0.01%
15
393
$1K ﹤0.01%
35
394
$1K ﹤0.01%
50
395
$1K ﹤0.01%
5
396
$1K ﹤0.01%
10
397
$1K ﹤0.01%
12
398
$1K ﹤0.01%
3
399
$1K ﹤0.01%
50
400
– –
-30
14 15
16
17 18