LWP
Lumature Wealth Partners Portfolio holdings
AUM
$168M
This Quarter Return
+10.53%
1 Year Return
+9.84%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$106M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.38%
Holding
161
New
161
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$8.04M |
| 2 |
Vanguard Growth ETF
VUG
|
$4.31M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.17M |
| 4 |
Apple
AAPL
|
$4.02M |
| 5 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$3.92M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.17% |
| 2 | Industrials | 4.86% |
| 3 | Consumer Discretionary | 4.45% |
| 4 | Healthcare | 3.85% |
| 5 | Communication Services | 3.63% |
