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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
201
$1K ﹤0.01%
+28
202
$1K ﹤0.01%
+24
203
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+17
204
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+13
205
$1K ﹤0.01%
+27
206
$1K ﹤0.01%
+86
207
$1K ﹤0.01%
+6
208
$1K ﹤0.01%
+28
209
$1K ﹤0.01%
+13
210
$1K ﹤0.01%
+31
211
$1K ﹤0.01%
+24
212
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+48
213
$1K ﹤0.01%
+61
214
$1K ﹤0.01%
+5
215
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216
$1K ﹤0.01%
+31
217
$1K ﹤0.01%
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218
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219
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+10
220
$1K ﹤0.01%
+14
221
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+8
222
$1K ﹤0.01%
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223
$1K ﹤0.01%
+59
224
$1K ﹤0.01%
+12
225
$1K ﹤0.01%
+31
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