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
126
$245K 0.14%
3,733
-161
127
$243K 0.14%
1,733
-99
128
$240K 0.13%
1,774
-123
129
$239K 0.13%
3,768
-90
130
$238K 0.13%
3,117
-83
131
$236K 0.13%
1,876
-80
132
$235K 0.13%
4,109
-240
133
$231K 0.13%
10,490
134
$230K 0.13%
2,772
-105
135
$227K 0.13%
4,989
-179
136
$227K 0.13%
2,396
-32
137
$226K 0.13%
2,194
138
$224K 0.13%
6,958
-1,655
139
$220K 0.12%
2,179
-70
140
$219K 0.12%
2,136
-64
141
$217K 0.12%
1,366
-123
142
$212K 0.12%
6,572
-331
143
$211K 0.12%
4,701
-310
144
$210K 0.12%
4,173
-5,715
145
$209K 0.12%
1,914
-187
146
$208K 0.12%
1,432
-103
147
$208K 0.12%
2,677
-87
148
$207K 0.12%
2,506
-380
149
$205K 0.11%
535
150
$201K 0.11%
5,823
4 5
6
7 8