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
$86.5M
AUM Growth
+$121K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

1 +$5.93M
2 +$3.13M
3 +$2.53M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.42M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$2M

Sector Composition

1 Technology 7.67%
2 Industrials 4.97%
3 Energy 3.84%
4 Financials 2.28%
5 Consumer Staples 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,531
52
-20,105
53
-62,423
54
-28,176
55
-32,580
56
-15,706