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
151
$4K ﹤0.01%
+59
152
$4K ﹤0.01%
+95
153
$4K ﹤0.01%
+15
154
$4K ﹤0.01%
+219
155
$4K ﹤0.01%
+15
156
$3K ﹤0.01%
+13
157
$3K ﹤0.01%
+18
158
$3K ﹤0.01%
+15
159
$3K ﹤0.01%
+15
160
$3K ﹤0.01%
+55
161
$3K ﹤0.01%
+24
162
$3K ﹤0.01%
+18
163
$3K ﹤0.01%
+84
164
$3K ﹤0.01%
+5
165
$3K ﹤0.01%
+67
166
$3K ﹤0.01%
+313
167
$3K ﹤0.01%
+5
168
$3K ﹤0.01%
+4
169
$3K ﹤0.01%
+33
170
$3K ﹤0.01%
+174
171
$2K ﹤0.01%
+10
172
$2K ﹤0.01%
+20
173
$2K ﹤0.01%
+12
174
$2K ﹤0.01%
+10
175
$2K ﹤0.01%
+33
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7
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