LWM

LongView Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 11.9%
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$13.4M
3
+$13.2M
4
GPC icon
Genuine Parts
GPC
+$10.3M
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$6.36M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 13.15%
2 Technology 9.31%
3 Healthcare 3.35%
4 Financials 3.32%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.93%
+76,200
27
$2.08M 0.93%
+70,009
28
$2.08M 0.93%
+8,795
29
$1.99M 0.89%
+28,701
30
$1.9M 0.85%
+37,902
31
$1.8M 0.81%
+7,852
32
$1.75M 0.78%
+4,030
33
$1.75M 0.78%
+37,007
34
$1.74M 0.78%
+74,063
35
$1.66M 0.74%
+61,033
36
$1.65M 0.74%
+13,609
37
$1.59M 0.71%
+39,600
38
$1.57M 0.7%
+64,338
39
$1.47M 0.66%
+15,329
40
$1.45M 0.65%
+5,630
41
$1.41M 0.63%
+42,275
42
$1.35M 0.6%
+17,586
43
$1.27M 0.57%
+56,172
44
$1.25M 0.56%
+7,702
45
$1.21M 0.54%
+15,074
46
$1.18M 0.53%
+11,954
47
$1.16M 0.52%
+10,378
48
$1.09M 0.48%
+6,428
49
$1.05M 0.47%
+39,825
50
$1.04M 0.46%
+13,220
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