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
$93.1M
AUM Growth
+$459K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$1.12M
3 +$406K
4
NVTS icon
Navitas Semiconductor
NVTS
+$255K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$92.3K

Top Sells

1 +$4.52M
2 +$624K
3 +$404K
4
AMZN icon
Amazon
AMZN
+$354K
5
NVDA icon
NVIDIA
NVDA
+$339K

Sector Composition

1 Technology 11.99%
2 Financials 6.8%
3 Consumer Discretionary 5.28%
4 Industrials 4.88%
5 Energy 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$227K 0.24%
2,026
52
-2,160
53
-2,000
54
-16,400
55
-74,173
56
-835
57
-13,000