LWM
Lionsbridge Wealth Management Portfolio holdings
AUM
$100M
This Quarter Return
-0.58%
1 Year Return
+15.02%
3 Year Return
+46.24%
5 Year Return
+99.53%
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(-5.6%)
Cap. Flow
-$5.3M
Cap. Flow
% of AUM
-4.71%
Top 10 Holdings %
Top 10 Hldgs %
46.31%
Holding
66
New
5
Increased
11
Reduced
43
Closed
6
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.23M |
| 2 |
Apple
AAPL
|
$1.8M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$1.78M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$1.47M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$877K |
Top Sells
Sector Composition
| 1 | Technology | 7.11% |
| 2 | Energy | 2.38% |
| 3 | Industrials | 2.03% |
| 4 | Financials | 1.22% |
| 5 | Consumer Discretionary | 0.95% |
