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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
$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
51
$406K 0.4%
2,070
-69
52
$360K 0.36%
1,095
-27
53
$341K 0.34%
9,352
+100
54
$337K 0.33%
+13,226
55
$334K 0.33%
6,130
-102
56
$307K 0.3%
4,895
+148
57
$259K 0.26%
+5,093
58
$104K 0.1%
+11,576
59
– –
-1,606
60
– –
-392
61
– –
-23,019
62
– –
-667
63
– –
-29,246
64
– –
-10,095
65
– –
-6,708
66
– –
-63,281
1 2
3