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LWP
Lumature Wealth Partners Portfolio holdings
AUM
$168M
1-Year Est. Return
9.85%
This Fund
S&P 500
1 Year Est. Return
+9.85%
AUM
$257M
AUM Growth
+$12.7M
(+5.2%)
Holding
418
Top Buys
| 1 | +$529K | |
| 2 | +$380K | |
| 3 | +$335K | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$280K |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$269K |
Top Sells
| 1 | +$3.03M | |
| 2 | +$1.28M | |
| 3 | +$678K | |
| 4 |
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$477K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$340K |
Sector Composition
| 1 | Real Estate | 21.26% |
| 2 | Technology | 9.73% |
| 3 | Financials | 5.72% |
| 4 | Consumer Discretionary | 3.98% |
| 5 | Industrials | 3.58% |