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
$103M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.93M
3
+$1.45M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$1.44M
5
IYM icon
iShares US Basic Materials ETF
IYM
+$1.31M

Top Sells

1
+$3.21M
2
+$1.73M
3
+$1.48M
4
SH icon
ProShares Short S&P500
SH
+$1.27M
5
INTC icon
Intel
INTC
+$1.14M

Sector Composition

1 Technology 10.91%
2 Financials 6.07%
3 Consumer Discretionary 5.17%
4 Energy 3.75%
5 Consumer Staples 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.43%
22,239
+845
27
$1.45M 1.41%
27,319
+8,399
28
$1.45M 1.41%
+42,448
29
$1.44M 1.4%
+57,529
30
$1.4M 1.36%
26,980
+1,150
31
$1.37M 1.34%
8,342
+313
32
$1.36M 1.32%
14,672
+663
33
$1.34M 1.31%
16,475
+790
34
$1.31M 1.28%
+10,461
35
$1.29M 1.26%
9,116
+465
36
$1.28M 1.24%
27,793
+1,065
37
$1.27M 1.24%
5,385
+238
38
$1.24M 1.21%
835
39
$1.2M 1.17%
15,219
+909
40
$1.19M 1.16%
13,580
+741
41
$1.17M 1.14%
23,307
+898
42
$1.14M 1.11%
14,699
+706
43
$1.11M 1.09%
9,437
+484
44
$1.09M 1.07%
7,260
+346
45
$895K 0.87%
2,514
+159
46
$852K 0.83%
+16,374
47
$826K 0.81%
+44,357
48
$712K 0.69%
5,487
+68
49
$531K 0.52%
1,665
-5,418
50
$333K 0.32%
+6,636
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