LWM

Lionsbridge Wealth Management Portfolio holdings

AUM $100M
1-Year Est. Return 15.02%
This Quarter Est. Return
1 Year Est. Return
+15.02%
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
+$10.4M
2
+$6.3M
3
+$6.17M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.28M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$4.75M

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
76
$35K 0.03%
+453
77
$34K 0.03%
+538
78
$33K 0.03%
+355
79
$32K 0.03%
+539
80
$30K 0.03%
+254
81
$29K 0.03%
+725
82
$29K 0.03%
+472
83
$28K 0.03%
+1,600
84
$28K 0.03%
+1,439
85
$25K 0.02%
+420
86
$25K 0.02%
+1,058
87
$23K 0.02%
+378
88
$23K 0.02%
+100
89
$23K 0.02%
+500
90
$23K 0.02%
+94
91
$22K 0.02%
+192
92
$21K 0.02%
+225
93
$19K 0.02%
+373
94
$19K 0.02%
+188
95
$19K 0.02%
+154
96
$19K 0.02%
+200
97
$18K 0.02%
+231
98
$17K 0.02%
+96
99
$17K 0.02%
+4,000
100
$16K 0.01%
+989
2 3
4
5 6