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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
176
$2K ﹤0.01%
+28
177
$2K ﹤0.01%
+15
178
$2K ﹤0.01%
+48
179
$2K ﹤0.01%
+144
180
$2K ﹤0.01%
+100
181
$2K ﹤0.01%
+29
182
$2K ﹤0.01%
+27
183
$2K ﹤0.01%
+750
184
$2K ﹤0.01%
+15
185
$2K ﹤0.01%
+27
186
$2K ﹤0.01%
+50
187
$2K ﹤0.01%
+18
188
$2K ﹤0.01%
+10
189
$2K ﹤0.01%
+10
190
$2K ﹤0.01%
+33
191
$2K ﹤0.01%
+22
192
$2K ﹤0.01%
+8
193
$2K ﹤0.01%
+10
194
$2K ﹤0.01%
+12
195
$2K ﹤0.01%
+15
196
$2K ﹤0.01%
+37
197
$2K ﹤0.01%
+13
198
$1K ﹤0.01%
+12
199
$1K ﹤0.01%
+6
200
$1K ﹤0.01%
+32
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8
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