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
251
$1K ﹤0.01%
+20
252
$1K ﹤0.01%
+26
253
$1K ﹤0.01%
+59
254
$0 ﹤0.01%
+8
255
$0 ﹤0.01%
+13
256
$0 ﹤0.01%
+7
257
$0 ﹤0.01%
+15
258
$0 ﹤0.01%
+29
259
$0 ﹤0.01%
+7
260
$0 ﹤0.01%
+1
261
$0 ﹤0.01%
+1
262
$0 ﹤0.01%
+33
263
$0 ﹤0.01%
+38
264
$0 ﹤0.01%
+5
265
$0 ﹤0.01%
+15
266
$0 ﹤0.01%
+7
267
$0 ﹤0.01%
+23
268
$0 ﹤0.01%
+21
269
$0 ﹤0.01%
+6
270
$0 ﹤0.01%
+5
271
$0 ﹤0.01%
+73
272
$0 ﹤0.01%
+10
273
$0 ﹤0.01%
+3
274
$0 ﹤0.01%
+6
275
$0 ﹤0.01%
+7