We are live on ! Find out more
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
$83.6M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$5.93M
3
+$3.76M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$3.73M
5
SBUX icon
Starbucks
SBUX
+$1.22M

Top Sells

1
+$10.4M
2
+$6.17M
3
+$4.75M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.22M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.04M

Sector Composition

1 Technology 10.82%
2 Financials 4.06%
3 Consumer Discretionary 3.81%
4 Consumer Staples 2.64%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-989
352
– –
-1,240
353
– –
-10
354
– –
-7
355
– –
-1
356
– –
-13
357
– –
-1
358
– –
-33
359
– –
-260
360
– –
-38
361
– –
-15,000
362
– –
-64
363
– –
-1
364
– –
-6
365
– –
-18
366
– –
-9,292
367
– –
-33
368
– –
-5
11 12 13 14
15