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
51
$332K 0.32%
+3,012
52
$286K 0.28%
7,411
-97
53
$247K 0.24%
2,400
54
$222K 0.22%
916
55
$210K 0.2%
1,360
56
– –
-2,008
57
– –
-22,963
58
– –
-19,883
59
– –
-17,745
60
– –
-6,835
1 2
3