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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
$102M
AUM Growth
+$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.39M
3
+$1.39M
4
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$1.3M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.28M

Top Sells

1
+$5.57M
2
+$4.07M
3
+$2.23M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.94M
5
OMFL icon
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
+$1.69M

Sector Composition

1 Technology 4.46%
2 Financials 4.06%
3 Industrials 3.64%
4 Energy 2.34%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.5M 6.4%
140,008
+2,311
2
$6.01M 5.93%
240,685
+54,932
3
$4.49M 4.42%
37,084
+11,948
4
$3.69M 3.64%
8,916
+20
5
$3.65M 3.59%
76,663
-47,448
6
$3.61M 3.55%
19,013
+7,521
7
$3.3M 3.26%
27,812
+9,028
8
$3.25M 3.21%
5,460
+1,872
9
$3.24M 3.19%
60,082
+1,067
10
$2.82M 2.78%
28,489
+303
11
$2.6M 2.56%
25,905
-41,039
12
$2.59M 2.55%
12,380
+5,097
13
$2.59M 2.55%
7,278
+222
14
$2.33M 2.3%
57,493
-2,325
15
$2.32M 2.28%
39,114
+11,890
16
$2.23M 2.2%
86,839
-3,640
17
$2.12M 2.08%
22,658
+397
18
$1.91M 1.88%
42,624
+918
19
$1.82M 1.8%
31,919
+19,705
20
$1.82M 1.79%
159,208
+32,170
21
$1.82M 1.79%
7,129
+27
22
$1.8M 1.78%
3,483
+1
23
$1.79M 1.76%
9,179
+111
24
$1.77M 1.75%
34,784
-1,442
25
$1.77M 1.75%
27,283
+16,225
1
2 3