LWM
Lionsbridge Wealth Management Portfolio holdings
AUM
$100M
1-Year Return
15.02%
This Quarter Return
-0.37%
1 Year Return
+15.02%
3 Year Return
+46.24%
5 Year Return
+99.53%
10 Year Return
–
AUM
$125M
AUM Growth
-$4.45M
(-3.4%)
Cap. Flow
-$3.23M
Cap. Flow
% of AUM
-2.59%
Top 10 Holdings %
Top 10 Hldgs %
47.11%
Holding
66
New
12
Increased
9
Reduced
33
Closed
9
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.96M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$1.71M |
| 3 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
$1.61M |
| 4 |
Materials Select Sector SPDR Fund
XLB
|
$1.58M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.55M |
Top Sells
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$3.99M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$2.59M |
| 3 |
Invesco S&P 500 Momentum ETF
SPMO
|
$2.55M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.75M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$1.71M |
Sector Composition
| 1 | Technology | 6.52% |
| 2 | Industrials | 2.47% |
| 3 | Energy | 2.27% |
| 4 | Financials | 1.14% |
| 5 | Consumer Discretionary | 1.02% |
