LWM
Lionsbridge Wealth Management Portfolio holdings
AUM
$100M
This Quarter Return
-7.7%
1 Year Return
+15.02%
3 Year Return
+46.24%
5 Year Return
+99.53%
10 Year Return
–
AUM
$83.6M
AUM Growth
+$83.6M
(-22%)
Cap. Flow
-$16.1M
Cap. Flow
% of AUM
-19.3%
Top 10 Holdings %
Top 10 Hldgs %
73.19%
Holding
368
New
3
Increased
14
Reduced
18
Closed
329
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$29.1M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.01M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$3.76M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$3.74M |
| 5 |
Starbucks
SBUX
|
$995K |
Top Sells
Sector Composition
| 1 | Technology | 10.82% |
| 2 | Financials | 4.06% |
| 3 | Consumer Discretionary | 3.81% |
| 4 | Consumer Staples | 2.64% |
| 5 | Industrials | 2.31% |
