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
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$4.31M
3
+$4.17M
4
AAPL icon
Apple
AAPL
+$4.02M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$3.92M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.17%
2 Industrials 4.86%
3 Consumer Discretionary 4.45%
4 Healthcare 3.85%
5 Communication Services 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51K 0.05%
+760
152
$47K 0.04%
+300
153
$46K 0.04%
+641
154
$40K 0.04%
+295
155
$33K 0.03%
+364
156
$24K 0.02%
+363
157
$20K 0.02%
+84
158
$15K 0.01%
+325
159
$15K 0.01%
+300
160
$9K 0.01%
+76
161
$7K 0.01%
+102
3 4 5 6
7