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
76
$452K 0.25%
2,690
-360
77
$449K 0.25%
1,966
-215
78
$446K 0.25%
1,798
+32
79
$438K 0.24%
2,558
-312
80
$431K 0.24%
2,730
+55
81
$421K 0.24%
2,985
+418
82
$419K 0.23%
790
-94
83
$403K 0.23%
2,975
-1,041
84
$390K 0.22%
2,161
-104
85
$390K 0.22%
7,886
-9,862
86
$389K 0.22%
16,930
-1,823
87
$371K 0.21%
2,797
+216
88
$369K 0.21%
1,543
-99
89
$364K 0.2%
15,100
+4,200
90
$362K 0.2%
4,851
+224
91
$343K 0.19%
1,112
-43
92
$340K 0.19%
11,125
+375
93
$338K 0.19%
4,047
-106
94
$334K 0.19%
1,927
-102
95
$325K 0.18%
1,476
-98
96
$325K 0.18%
4,226
-235
97
$323K 0.18%
3,220
+445
98
$317K 0.18%
4,029
-170
99
$316K 0.18%
1,242
-5
100
$315K 0.18%
1,952
-40
2 3
4
5 6