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
201
$1K ﹤0.01%
+13
202
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+27
203
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+16
204
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+38
205
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+16
206
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+24
207
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+12
208
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+32
209
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+28
210
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+24
211
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+62
212
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+86
213
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214
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215
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216
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217
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218
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219
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+10
220
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+16
221
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+23
222
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+5
223
$1K ﹤0.01%
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224
$1K ﹤0.01%
+31
225
$1K ﹤0.01%
+21
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