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
151
$199K 0.11%
52,000
152
$193K 0.11%
1,736
+642
153
$188K 0.11%
707
+3
154
$181K 0.1%
2,570
-561
155
$177K 0.1%
1,187
-56
156
$177K 0.1%
750
-33
157
$164K 0.09%
776
-22
158
$162K 0.09%
14,764
159
$160K 0.09%
799
-164
160
$156K 0.09%
3,482
-768
161
$156K 0.09%
2,073
-47
162
$154K 0.09%
1,402
-152
163
$154K 0.09%
1,170
164
$153K 0.09%
1,679
-186
165
$148K 0.08%
426
-18
166
$147K 0.08%
767
-685
167
$146K 0.08%
2,944
-804
168
$146K 0.08%
2,500
169
$144K 0.08%
2,004
-596
170
$144K 0.08%
5,208
+2
171
$141K 0.08%
1,821
-464
172
$140K 0.08%
12,579
173
$138K 0.08%
2,036
-266
174
$137K 0.08%
4,900
+2,500
175
$133K 0.07%
1,273
+240
5 6
7
8 9