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
201
$72.2K 0.04%
1,532
202
$69.7K 0.04%
1,440
203
$68.8K 0.04%
301
-48
204
$67.9K 0.04%
387
-75
205
$66.9K 0.04%
227
206
$64.8K 0.04%
8,509
207
$63.8K 0.04%
1,825
208
$61.1K 0.03%
1,479
-270
209
$60.3K 0.03%
155
-15
210
$58.2K 0.03%
2,045
211
$57.9K 0.03%
574
-118
212
$57.4K 0.03%
760
213
$56.6K 0.03%
1,146
-193
214
$56.4K 0.03%
+2,500
215
$53.4K 0.03%
238
216
$52.3K 0.03%
1,264
217
$49.5K 0.03%
+900
218
$49.4K 0.03%
798
219
$49.3K 0.03%
200
220
$49K 0.03%
4,400
221
$46.1K 0.03%
185
-27
222
$45.6K 0.03%
800
223
$45.5K 0.03%
+1,800
224
$44.8K 0.03%
1,000
225
$44.1K 0.02%
436
7 8
9
10 11