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
176
$126K 0.07%
2,513
177
$126K 0.07%
2,790
-225
178
$124K 0.07%
600
-41
179
$120K 0.07%
635
-51
180
$116K 0.07%
903
-66
181
$116K 0.06%
2,206
-812
182
$115K 0.06%
18,050
+18,000
183
$111K 0.06%
1,149
-15,108
184
$108K 0.06%
1,900
185
$104K 0.06%
20,456
186
$101K 0.06%
385
+241
187
$96.6K 0.05%
1,575
-114
188
$95.3K 0.05%
10,000
189
$94.8K 0.05%
1,881
+1,339
190
$91.8K 0.05%
3,474
+2,366
191
$89.2K 0.05%
1,450
+550
192
$87.4K 0.05%
2,660
193
$85.9K 0.05%
1,743
-323
194
$84.8K 0.05%
2,021
195
$83.5K 0.05%
923
-1,397
196
$81.9K 0.05%
823
+800
197
$79.9K 0.04%
327
-64
198
$79.9K 0.04%
900
-600
199
$78.7K 0.04%
374
200
$77K 0.04%
441
6 7
8
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