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
$224M
AUM Growth
-$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.83M
3
+$5.59M
4
CDC icon
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
+$4.22M
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$4.17M

Top Sells

1
+$6.9M
2
+$3.8M
3
+$3.37M
4
MBB icon
iShares MBS ETF
MBB
+$3.16M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.89M

Sector Composition

1 Real Estate 19.15%
2 Technology 6.2%
3 Financials 5.92%
4 Industrials 4.39%
5 Consumer Staples 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
+16
377
$2K ﹤0.01%
835
378
$2K ﹤0.01%
220
-29
379
$2K ﹤0.01%
+41
380
$2K ﹤0.01%
+31
381
$2K ﹤0.01%
47
382
$2K ﹤0.01%
+23
383
$2K ﹤0.01%
34
384
$2K ﹤0.01%
50
-650
385
$2K ﹤0.01%
+23
386
$2K ﹤0.01%
+26
387
$2K ﹤0.01%
+44
388
$2K ﹤0.01%
+81
389
$2K ﹤0.01%
57
390
$2K ﹤0.01%
8
391
$2K ﹤0.01%
16
-133
392
$2K ﹤0.01%
1,000
393
$1K ﹤0.01%
60
394
$1K ﹤0.01%
+13
395
$1K ﹤0.01%
35
396
$1K ﹤0.01%
+31
397
$1K ﹤0.01%
+9
398
$1K ﹤0.01%
+26
399
$1K ﹤0.01%
50
400
$1K ﹤0.01%
+7
14 15
16
17 18