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
351
$0 ﹤0.01%
+26
352
$0 ﹤0.01%
+47
353
$0 ﹤0.01%
+16
354
$0 ﹤0.01%
+36
355
$0 ﹤0.01%
+9
356
$0 ﹤0.01%
+5
357
$0 ﹤0.01%
+10
358
$0 ﹤0.01%
+5
359
$0 ﹤0.01%
+6
360
$0 ﹤0.01%
+200
361
$0 ﹤0.01%
+16
362
$0 ﹤0.01%
+8
363
$0 ﹤0.01%
+4
364
$0 ﹤0.01%
+15
365
$0 ﹤0.01%
+10