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
$179M
AUM Growth
-$7.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$731K
3
+$390K
4
LHX icon
L3Harris
LHX
+$264K
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$231K

Top Sells

1
+$10.5M
2
+$1.96M
3
+$1.46M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$908K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$756K

Sector Composition

1 Real Estate 16.79%
2 Financials 8.42%
3 Technology 7.48%
4 Consumer Staples 5.76%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-7,216
402
– –
-4,228
403
– –
-44
404
– –
-6,860
405
– –
-2,683
406
– –
-5,000
407
– –
-200
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