LWM

Long Walk Management Portfolio holdings

AUM $449M
1-Year Est. Return 60.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$39.3M
2 +$20.4M
3 +$18.5M
4
APPF icon
AppFolio
APPF
+$18.4M
5
PTON icon
Peloton Interactive
PTON
+$16.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 72.17%
2 Consumer Discretionary 27.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$50.3M 34.53%
+474,797
2
$21.4M 14.68%
+31,465
3
$19.4M 13.35%
+326,015
4
$19.1M 13.15%
+154,307
5
$18.7M 12.86%
+132,540
6
$16.6M 11.43%
+68,250