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
$132M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$4.76M

Top Sells

1
+$16.6M
2
+$4.58M
3
+$956K

Sector Composition

1 Technology 76.7%
2 Consumer Discretionary 23.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.6M 39.76%
466,797
-8,000
2
$31.5M 23.81%
261,527
+128,987
3
$21M 15.87%
31,465
4
$17.4M 13.13%
429,199
+103,184
5
$9.83M 7.43%
112,879
-41,428
6
– –
-68,250