LWM
Lionshead Wealth Management Portfolio holdings
AUM
$108M
This Quarter Return
+1.84%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
–
Cap. Flow
+$138M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.01%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$10.4M |
| 2 |
Dimensional US Targeted Value ETF
DFAT
|
$7.19M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$5.68M |
| 4 |
WisdomTree US MidCap Fund
EZM
|
$5.62M |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$4.74M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.62% |
| 2 | Financials | 4.1% |
| 3 | Industrials | 4.01% |
| 4 | Utilities | 3.79% |
| 5 | Consumer Discretionary | 3.13% |
