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
$245M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$586K
3
+$503K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$501K
5
MBB icon
iShares MBS ETF
MBB
+$468K

Top Sells

1
+$7.11M
2
+$1.45M
3
+$1.44M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.44M
5
AFL icon
Aflac
AFL
+$1.03M

Sector Composition

1 Real Estate 23.53%
2 Technology 8.6%
3 Financials 5.45%
4 Consumer Discretionary 3.59%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.41%
6,129
+58
52
$979K 0.4%
2,984
+235
53
$971K 0.4%
1,799
+53
54
$965K 0.39%
7,577
+938
55
$960K 0.39%
10,088
+1,224
56
$955K 0.39%
3,521
+147
57
$951K 0.39%
1,528
+20
58
$924K 0.38%
2,057
+166
59
$924K 0.38%
9,381
+117
60
$922K 0.38%
3,258
+310
61
$902K 0.37%
2,721
+81
62
$894K 0.37%
3,869
+289
63
$884K 0.36%
7,595
+429
64
$883K 0.36%
1,446
+140
65
$876K 0.36%
1,522
+13
66
$876K 0.36%
2,582
+106
67
$862K 0.35%
3,333
+27
68
$824K 0.34%
2,319
+98
69
$789K 0.32%
6,058
+1,783
70
$788K 0.32%
3,154
+216
71
$787K 0.32%
4,996
+401
72
$778K 0.32%
3,491
+305
73
$774K 0.32%
3,935
+317
74
$745K 0.3%
3,772
+3
75
$744K 0.3%
14,184
-752
1 2
3
4 5