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
201
$77K 0.03%
8,510
202
$77K 0.03%
177
-22
203
$72K 0.03%
1,434
204
$72K 0.03%
298
+37
205
$72K 0.03%
541
-43
206
$72K 0.03%
343
207
$71K 0.03%
648
208
$71K 0.03%
1,472
209
$70K 0.03%
479
210
$70K 0.03%
+1,000
211
$69K 0.03%
924
-175
212
$67K 0.03%
499
-142
213
$67K 0.03%
1,068
-276
214
$66K 0.03%
540
-36
215
$65K 0.03%
396
+22
216
$64K 0.03%
5,755
217
$63K 0.03%
424
-125
218
$63K 0.03%
673
219
$63K 0.03%
760
220
$63K 0.03%
+134
221
$62K 0.03%
800
222
$61K 0.02%
1,220
223
$60K 0.02%
524
-30
224
$60K 0.02%
1,299
+199
225
$56K 0.02%
+600
7 8
9
10 11