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
$102M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.39M
3
+$1.39M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$1.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.28M

Top Sells

1
+$5.57M
2
+$4.07M
3
+$2.23M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.94M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$1.69M

Sector Composition

1 Technology 4.46%
2 Financials 4.06%
3 Industrials 3.64%
4 Energy 2.34%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.74%
+23,118
27
$1.66M 1.64%
38,126
+822
28
$1.64M 1.62%
5,210
+75
29
$1.62M 1.6%
17,345
-493
30
$1.57M 1.55%
16,590
+302
31
$1.56M 1.54%
3,368
+33
32
$1.51M 1.49%
20,613
+255
33
$1.28M 1.26%
+13,994
34
$1.28M 1.26%
47,623
+8,972
35
$1.27M 1.25%
23,892
+4,544
36
$1.24M 1.23%
24,544
-6,357
37
$1.16M 1.14%
22,841
-9,538
38
$1.13M 1.11%
22,486
-6,548
39
$1.08M 1.07%
14,703
+241
40
$940K 0.93%
3,866
-138
41
$903K 0.89%
3,233
-73
42
$763K 0.75%
+8,294
43
$738K 0.73%
7,326
-3,187
44
$717K 0.71%
14,135
-6,337
45
$656K 0.65%
+13,976
46
$652K 0.64%
12,209
+77
47
$618K 0.61%
928
-3,025
48
$568K 0.56%
9,892
+153
49
$477K 0.47%
1,533
+57
50
$410K 0.4%
+3,024
1
2
3