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
$92.6M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$9.1M
2 +$1.44M
3 +$917K
4
OUNZ icon
VanEck Merk Gold Trust
OUNZ
+$916K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$336K

Sector Composition

1 Technology 14.19%
2 Financials 5.94%
3 Consumer Discretionary 5.32%
4 Consumer Staples 3.67%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$25K 0.03%
2,008
52
-64,283
53
-49,818
54
-60,976