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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
$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
151
$4K ﹤0.01%
+95
152
$4K ﹤0.01%
+75
153
$4K ﹤0.01%
+70
154
$4K ﹤0.01%
+219
155
$4K ﹤0.01%
+15
156
$3K ﹤0.01%
+13
157
$3K ﹤0.01%
+18
158
$3K ﹤0.01%
+55
159
$3K ﹤0.01%
+24
160
$3K ﹤0.01%
+84
161
$3K ﹤0.01%
+5
162
$3K ﹤0.01%
+4
163
$3K ﹤0.01%
+18
164
$3K ﹤0.01%
+5
165
$3K ﹤0.01%
+67
166
$3K ﹤0.01%
+313
167
$3K ﹤0.01%
+33
168
$3K ﹤0.01%
+174
169
$3K ﹤0.01%
+15
170
$3K ﹤0.01%
+15
171
$2K ﹤0.01%
+20
172
$2K ﹤0.01%
+12
173
$2K ﹤0.01%
+65
174
$2K ﹤0.01%
+9
175
$2K ﹤0.01%
+16
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7
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