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
$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
276
$0 ﹤0.01%
+10
277
$0 ﹤0.01%
+6
278
$0 ﹤0.01%
+20
279
$0 ﹤0.01%
+43
280
$0 ﹤0.01%
+11
281
$0 ﹤0.01%
+22
282
$0 ﹤0.01%
+7
283
$0 ﹤0.01%
+18
284
$0 ﹤0.01%
+4
285
$0 ﹤0.01%
+4
286
$0 ﹤0.01%
+13
287
$0 ﹤0.01%
+32
288
$0 ﹤0.01%
+1
289
– –
0
290
$0 ﹤0.01%
+11
291
$0 ﹤0.01%
+20
292
$0 ﹤0.01%
+41
293
$0 ﹤0.01%
+19
294
$0 ﹤0.01%
+500
295
$0 ﹤0.01%
+148
296
– –
0
297
$0 ﹤0.01%
+19
298
$0 ﹤0.01%
+4
299
$0 ﹤0.01%
+26
300
$0 ﹤0.01%
+47
10 11
12
13 14