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
51
$598K 0.33%
3,507
-1,300
52
$596K 0.33%
7,028
-687
53
$592K 0.33%
7,978
-725
54
$581K 0.32%
33,241
-2,372
55
$576K 0.32%
2,187
-62
56
$565K 0.32%
16,513
-4,079
57
$563K 0.31%
7,351
58
$561K 0.31%
4,340
-1,006
59
$557K 0.31%
30,233
+4,926
60
$532K 0.3%
23,737
-5,304
61
$530K 0.3%
3,953
-290
62
$530K 0.3%
13,469
-3,766
63
$527K 0.29%
9,430
+310
64
$524K 0.29%
7,343
65
$494K 0.28%
11,484
-541
66
$492K 0.28%
6,186
-1,360
67
$492K 0.27%
2,663
+54
68
$486K 0.27%
2,337
-28
69
$483K 0.27%
2,756
70
$480K 0.27%
21,127
-4,144
71
$468K 0.26%
11,882
+4,187
72
$467K 0.26%
4,755
-1,222
73
$462K 0.26%
2,254
+216
74
$458K 0.26%
6,361
-148
75
$457K 0.26%
4,458
-251
1 2
3
4 5