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
176
$2K ﹤0.01%
+65
177
$2K ﹤0.01%
+9
178
$2K ﹤0.01%
+16
179
$2K ﹤0.01%
+28
180
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+22
181
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+15
182
$2K ﹤0.01%
+48
183
$2K ﹤0.01%
+144
184
$2K ﹤0.01%
+10
185
$2K ﹤0.01%
+100
186
$2K ﹤0.01%
+29
187
$2K ﹤0.01%
+27
188
$2K ﹤0.01%
+750
189
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+15
190
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191
$2K ﹤0.01%
+15
192
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+37
193
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194
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+50
195
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+18
196
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+13
197
$2K ﹤0.01%
+8
198
$1K ﹤0.01%
+1
199
$1K ﹤0.01%
+6
200
$1K ﹤0.01%
+17
6 7
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