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LWM

Lionsbridge Wealth Management Portfolio holdings

AUM $99.5M
1-Year Est. Return 25.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.42%
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%
+5
352
$0 ﹤0.01%
+21
353
$0 ﹤0.01%
+19
354
$0 ﹤0.01%
+21
355
$0 ﹤0.01%
+5
356
$0 ﹤0.01%
+14
357
$0 ﹤0.01%
+10
358
$0 ﹤0.01%
+6
359
$0 ﹤0.01%
+10
360
$0 ﹤0.01%
+2
361
$0 ﹤0.01%
+9
362
$0 ﹤0.01%
+5
363
$0 ﹤0.01%
+10
364
$0 ﹤0.01%
+10
365
$0 ﹤0.01%
+15