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

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
401
$1K ﹤0.01%
+7
402
$1K ﹤0.01%
+3
403
$1K ﹤0.01%
+23
404
$1K ﹤0.01%
+45
405
$1K ﹤0.01%
+33
406
$1K ﹤0.01%
+22
407
$1K ﹤0.01%
10
408
$1K ﹤0.01%
12
409
$1K ﹤0.01%
3
410
$1K ﹤0.01%
50
411
-22
412
$0 ﹤0.01%
5
413
$0 ﹤0.01%
20
414
$0 ﹤0.01%
2
415
-6,000
416
$0 ﹤0.01%
1
417
$0 ﹤0.01%
4
-3
418
-2
419
-198
420
-278
421
$0 ﹤0.01%
90
422
-51
423
-196
424
-142
425
$0 ﹤0.01%
1