LWM

Lionsbridge Wealth Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 20.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.94%
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%
+17
202
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+13
203
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+27
204
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+16
205
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+38
206
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+16
207
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+24
208
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+12
209
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+32
210
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211
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+24
212
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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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+7
220
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+16
221
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+18
222
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223
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+28
224
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+13
225
$1K ﹤0.01%
+8
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