LWM

Lionshead Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 16.12%
This Quarter Est. Return
1 Year Est. Return
+16.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.3M
AUM Growth
-$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Sector Composition

1 Technology 11.59%
2 Industrials 3.9%
3 Financials 3.4%
4 Consumer Discretionary 3.12%
5 Communication Services 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,992
102
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103
-229
104
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105
-416
106
-4,374
107
-1,237
108
-12,776
109
-5,098
110
-5,268
111
-4,579
112
-7,010
113
-9,960
114
-3,780
115
-2,282
116
-1,583
117
-1,242
118
-3,930
119
-6,610
120
-11,520
121
-2,889