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
101
$314K 0.18%
8,400
+1,556
102
$295K 0.16%
1,232
-34
103
$295K 0.16%
2,840
-221
104
$295K 0.16%
3,523
-1,180
105
$294K 0.16%
1,240
-42
106
$294K 0.16%
1,332
-37
107
$293K 0.16%
3,052
-56
108
$293K 0.16%
2,612
-27
109
$289K 0.16%
1,449
-25
110
$281K 0.16%
2,902
-1,855
111
$270K 0.15%
486
-19
112
$269K 0.15%
5,768
-224,862
113
$269K 0.15%
2,899
-86
114
$266K 0.15%
2,791
-30
115
$265K 0.15%
1,955
-87
116
$264K 0.15%
809
-19
117
$264K 0.15%
2,844
-268
118
$261K 0.15%
33,000
119
$261K 0.15%
1,980
-3
120
$259K 0.14%
600
-1,085
121
$259K 0.14%
21,739
-216
122
$258K 0.14%
1,190
-65
123
$255K 0.14%
2,327
-122
124
$252K 0.14%
9,564
-389
125
$251K 0.14%
670
3 4
5
6 7