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
$245M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$586K
3
+$503K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$501K
5
MBB icon
iShares MBS ETF
MBB
+$468K

Top Sells

1
+$7.11M
2
+$1.45M
3
+$1.44M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.44M
5
AFL icon
Aflac
AFL
+$1.03M

Sector Composition

1 Real Estate 23.53%
2 Technology 8.6%
3 Financials 5.45%
4 Consumer Discretionary 3.59%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$102K 0.04%
1,371
-321
177
$102K 0.04%
2,021
178
$100K 0.04%
2,185
-155
179
$97K 0.04%
579
180
$97K 0.04%
806
+56
181
$97K 0.04%
21,781
182
$96K 0.04%
6,579
183
$95K 0.04%
436
+2
184
$94K 0.04%
461
+29
185
$93K 0.04%
1,087
-221
186
$90K 0.04%
1,033
-260
187
$90K 0.04%
374
188
$88K 0.04%
1,184
189
$88K 0.04%
1,600
190
$88K 0.04%
334
+19
191
$84K 0.03%
484
+23
192
$82K 0.03%
1,010
193
$82K 0.03%
388
+1
194
$80K 0.03%
942
-121
195
$80K 0.03%
700
196
$80K 0.03%
507
197
$80K 0.03%
2,786
198
$79K 0.03%
1,532
199
$79K 0.03%
1,571
-165
200
$79K 0.03%
580
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8
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