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

Top Buys

1
+$9.91M
2
+$6.02M
3
+$5.91M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.17M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.74M

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
226
$1K ﹤0.01%
+111
227
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+20
228
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+26
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+16
230
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+38
231
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+16
232
$1K ﹤0.01%
+24
233
$1K ﹤0.01%
+62
234
$1K ﹤0.01%
+16
235
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+36
236
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237
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+180
238
$1K ﹤0.01%
+4
239
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240
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241
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242
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243
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244
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+23
245
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246
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+13
247
$1K ﹤0.01%
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248
$1K ﹤0.01%
+10
249
$1K ﹤0.01%
+10
250
$1K ﹤0.01%
+37
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