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
$112M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.62%
2 Energy 2.89%
3 Industrials 2.26%
4 Consumer Staples 1.39%
5 Healthcare 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-16,695
52
-36,244
53
-250