LWM

Lionsbridge Wealth Management Portfolio holdings

AUM $102M
1-Year Est. Return 19.34%
This Quarter Est. Return
1 Year Est. Return
+19.34%
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%
+50
177
$2K ﹤0.01%
+18
178
$2K ﹤0.01%
+13
179
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+12
180
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+10
181
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+33
182
$2K ﹤0.01%
+28
183
$2K ﹤0.01%
+22
184
$2K ﹤0.01%
+48
185
$2K ﹤0.01%
+144
186
$2K ﹤0.01%
+10
187
$2K ﹤0.01%
+100
188
$2K ﹤0.01%
+8
189
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+10
190
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+15
191
$2K ﹤0.01%
+27
192
$2K ﹤0.01%
+750
193
$2K ﹤0.01%
+15
194
$2K ﹤0.01%
+12
195
$2K ﹤0.01%
+15
196
$2K ﹤0.01%
+37
197
$2K ﹤0.01%
+27
198
$1K ﹤0.01%
+1
199
$1K ﹤0.01%
+6
200
$1K ﹤0.01%
+17
6 7
8
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