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
326
$0 ﹤0.01%
+20
327
$0 ﹤0.01%
+43
328
$0 ﹤0.01%
+11
329
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+22
330
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+7
331
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+18
332
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+15
333
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+4
334
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+4
335
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+13
336
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+32
337
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+1
338
0
339
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+11
340
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+6
341
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342
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+2
343
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344
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+41
345
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+19
346
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+500
347
$0 ﹤0.01%
+148
348
0
349
$0 ﹤0.01%
+19
350
$0 ﹤0.01%
+4