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
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$12.6M
3
+$12.3M

Top Sells

1
+$30.3M
2
+$17.4M
3
+$9.83M

Sector Composition

1 Technology 80.99%
2 Consumer Discretionary 19.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.4M 29.65%
358,737
+97,210
2
$37.6M 25.67%
286,000
-180,797
3
$37.6M 25.67%
+111,000
4
$27.9M 19.01%
51,965
+20,500
5
– –
-429,199
6
– –
-112,879