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
$249M
AUM Growth
-$8.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$677K
2
+$542K
3
+$499K
4
EXPD icon
Expeditors International
EXPD
+$499K
5
GS icon
Goldman Sachs
GS
+$493K

Top Sells

1
+$1M
2
+$780K
3
+$740K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$614K
5
AAPL icon
Apple
AAPL
+$569K

Sector Composition

1 Real Estate 19.19%
2 Technology 8.99%
3 Financials 5.78%
4 Industrials 4.82%
5 Healthcare 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.77%
38,619
+10,911
27
$1.87M 0.75%
17,409
+184
28
$1.82M 0.73%
10,244
+2,816
29
$1.79M 0.72%
7,436
+1,750
30
$1.75M 0.7%
11,485
+2,290
31
$1.7M 0.68%
30,579
+917
32
$1.69M 0.68%
16,456
-142
33
$1.59M 0.64%
4,726
+584
34
$1.54M 0.62%
11,672
+1,159
35
$1.51M 0.61%
6,085
-615
36
$1.48M 0.6%
14,380
+4,835
37
$1.47M 0.59%
17,705
+3,404
38
$1.42M 0.57%
11,432
+25
39
$1.42M 0.57%
17,296
+213
40
$1.42M 0.57%
25,432
+4,030
41
$1.41M 0.56%
3,431
+597
42
$1.39M 0.56%
10,126
+2,947
43
$1.37M 0.55%
2,385
+275
44
$1.37M 0.55%
17,578
+123
45
$1.36M 0.55%
15,006
+1,603
46
$1.35M 0.54%
4,704
+671
47
$1.34M 0.54%
12,592
+1,744
48
$1.2M 0.48%
5,687
+2,055
49
$1.2M 0.48%
7,340
+460
50
$1.14M 0.46%
8,298
+252
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