LWM
Lionsbridge Wealth Management Portfolio holdings
AUM
$100M
1-Year Return
15.02%
This Quarter Return
+8.51%
1 Year Return
+15.02%
3 Year Return
+46.24%
5 Year Return
+99.53%
10 Year Return
–
AUM
$100M
AUM Growth
-$12M
(-11%)
Cap. Flow
-$15.8M
Cap. Flow
% of AUM
-15.77%
Top 10 Holdings %
Top 10 Hldgs %
42.8%
Holding
71
New
11
Increased
17
Reduced
29
Closed
13
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$5.57M |
| 2 |
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
|
$4.21M |
| 3 |
Invesco S&P 500 Momentum ETF
SPMO
|
$2.83M |
| 4 |
WisdomTree Bianco Total Return Fund
WTBN
|
$1.78M |
| 5 |
OAKM
Oakmark U.S. Large Cap ETF
OAKM
|
$1.63M |
Top Sells
Sector Composition
| 1 | Technology | 4.4% |
| 2 | Industrials | 3.35% |
| 3 | Energy | 2.33% |
| 4 | Financials | 2.04% |
| 5 | Utilities | 0.77% |
