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
426
-261
427
$0 ﹤0.01%
5
428
$0 ﹤0.01%
+8
429
$0 ﹤0.01%
2
430
-63
431
-87
432
-28
433
0
434
-200
435
-53
436
-3,904
437
-11,954
438
$0 ﹤0.01%
46
439
-1,500
440
$0 ﹤0.01%
1
441
-40
442
$0 ﹤0.01%
15
443
-320
444
-46
445
$0 ﹤0.01%
9
-274
446
-72
447
-12,560
448
-20,184
449
-362