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
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
365
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.71%
2 Financials 6.37%
3 Consumer Discretionary 2.59%
4 Industrials 2.5%
5 Consumer Staples 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1K ﹤0.01%
+13
202
$1K ﹤0.01%
+27
203
$1K ﹤0.01%
+16
204
$1K ﹤0.01%
+38
205
$1K ﹤0.01%
+16
206
$1K ﹤0.01%
+24
207
$1K ﹤0.01%
+12
208
$1K ﹤0.01%
+32
209
$1K ﹤0.01%
+28
210
$1K ﹤0.01%
+24
211
$1K ﹤0.01%
+62
212
$1K ﹤0.01%
+86
213
$1K ﹤0.01%
+16
214
$1K ﹤0.01%
+27
215
$1K ﹤0.01%
+18
216
$1K ﹤0.01%
+180
217
$1K ﹤0.01%
+4
218
$1K ﹤0.01%
+7
219
$1K ﹤0.01%
+16
220
$1K ﹤0.01%
+18
221
$1K ﹤0.01%
+6
222
$1K ﹤0.01%
+28
223
$1K ﹤0.01%
+13
224
$1K ﹤0.01%
+8
225
$1K ﹤0.01%
+31