We are live on ! Find out more
LWM

Lionsbridge Wealth Management Portfolio holdings

AUM $99.5M
1-Year Est. Return 25.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.6M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$5.93M
3
+$3.76M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$3.73M
5
SBUX icon
Starbucks
SBUX
+$1.22M

Top Sells

1
+$10.4M
2
+$6.17M
3
+$4.75M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$4.22M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.04M

Sector Composition

1 Technology 10.82%
2 Financials 4.06%
3 Consumer Discretionary 3.81%
4 Consumer Staples 2.64%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-15
177
– –
-55
178
– –
-24
179
– –
-2,356
180
– –
-18
181
– –
-94
182
– –
-16
183
– –
-3,664
184
– –
-355
185
– –
-6
186
– –
-84
187
– –
-12
188
– –
-1,439
189
– –
-18
190
– –
-6
191
– –
-12
192
– –
-28
193
– –
-17
194
– –
-3
195
– –
-6
196
– –
-15
197
– –
-13
198
– –
-4
199
– –
-15
200
– –
-8
6 7
8
9 10