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
26
$1.55M 0.86%
14,307
-48
27
$1.54M 0.86%
4,983
-204
28
$1.51M 0.85%
6,100
-341
29
$1.49M 0.83%
7,164
+1,269
30
$1.37M 0.76%
16,741
-850
31
$1.3M 0.73%
3,548
-221
32
$1.3M 0.72%
11,468
-700
33
$1.23M 0.69%
10,544
-337
34
$1.15M 0.64%
24,176
-1,997
35
$1.13M 0.63%
4,232
-291
36
$1.02M 0.57%
6,834
-502
37
$990K 0.55%
6,701
-697
38
$955K 0.53%
8,657
-2,328
39
$925K 0.52%
4,318
-454
40
$921K 0.51%
5,427
-5
41
$904K 0.51%
6,656
-1,522
42
$903K 0.5%
10,394
-1,145
43
$892K 0.5%
1,259
-137
44
$880K 0.49%
1,927
-143
45
$859K 0.48%
4,942
-279
46
$854K 0.48%
4,757
-1,127
47
$809K 0.45%
9,627
-725
48
$778K 0.43%
7,985
-796
49
$731K 0.41%
+3,153
50
$661K 0.37%
7,562
-1,045
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