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
$252M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$2.01M
3
+$1.91M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.89M
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$1.35M

Top Sells

1
+$534K
2
+$489K
3
+$443K
4
HD icon
Home Depot
HD
+$336K
5
EFX icon
Equifax
EFX
+$279K

Sector Composition

1 Consumer Discretionary 12.86%
2 Technology 8.37%
3 Financials 3.19%
4 Healthcare 2.83%
5 Consumer Staples 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.92%
14,708
-320
27
$2.29M 0.91%
8,797
+2
28
$2.26M 0.9%
45,125
+8,118
29
$2.21M 0.87%
4,588
+558
30
$2.2M 0.87%
90,661
+26,323
31
$2.1M 0.83%
34,400
-4,530
32
$2.03M 0.81%
75,333
-867
33
$1.91M 0.76%
74,063
34
$1.89M 0.75%
37,902
35
$1.83M 0.73%
13,569
-40
36
$1.81M 0.72%
59,266
-1,767
37
$1.67M 0.66%
5,832
+202
38
$1.61M 0.64%
17,870
+160
39
$1.6M 0.64%
61,478
-20,468
40
$1.51M 0.6%
36,134
-3,466
41
$1.51M 0.6%
42,275
42
$1.49M 0.59%
14,304
-1,025
43
$1.47M 0.58%
5,895
-1,957
44
$1.35M 0.54%
60,100
+3,928
45
$1.32M 0.52%
10,459
+81
46
$1.3M 0.51%
15,090
+16
47
$1.28M 0.51%
7,042
-660
48
$1.22M 0.48%
6,506
+78
49
$1.18M 0.47%
12,078
+124
50
$1.15M 0.45%
40,120
+295
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