LWM

Lionsbridge Wealth Management Portfolio holdings

AUM $100M
1-Year Est. Return 15.02%
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.71%
2 Financials 6.37%
3 Consumer Discretionary 2.59%
4 Industrials 2.5%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$1K ﹤0.01%
+24
227
$1K ﹤0.01%
+48
228
$1K ﹤0.01%
+61
229
$1K ﹤0.01%
+10
230
$1K ﹤0.01%
+16
231
$1K ﹤0.01%
+23
232
$1K ﹤0.01%
+5
233
$1K ﹤0.01%
+20
234
$1K ﹤0.01%
+31
235
$1K ﹤0.01%
+13
236
$1K ﹤0.01%
+13
237
$1K ﹤0.01%
+21
238
$1K ﹤0.01%
+85
239
$1K ﹤0.01%
+5
240
$1K ﹤0.01%
+10
241
$1K ﹤0.01%
+14
242
$1K ﹤0.01%
+8
243
$1K ﹤0.01%
+10
244
$1K ﹤0.01%
+15
245
$1K ﹤0.01%
+12
246
$1K ﹤0.01%
+31
247
$1K ﹤0.01%
+10
248
$1K ﹤0.01%
+37
249
$1K ﹤0.01%
+8
250
$1K ﹤0.01%
+111