LWM
Lionsbridge Wealth Management Portfolio holdings
AUM
$100M
This Quarter Return
+5.58%
1 Year Return
+15.02%
3 Year Return
+46.24%
5 Year Return
+99.53%
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.88%
Holding
365
New
363
Increased
–
Reduced
–
Closed
–
Top Buys
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% |