LWM
LongView Wealth Management Portfolio holdings
AUM $333M
AUM
$333M
AUM Growth
+$5.3M (+2%)
Cap. Flow
+$13.5M
Cap. Flow % of AUM
4.06%
Top 10 Holdings %Top 10 Hldgs %
34.87%
Holding
212
New
9
Increased
97
Reduced
78
Closed
11
Top Buys
| 1 | $2.27M | |
| 2 | $1.35M | |
| 3 | $798K | |
| 4 | $793K | |
| 5 | $772K |
Top Sells
| 1 | $472K | |
| 2 | $446K | |
| 3 | $254K | |
| 4 | $194K | |
| 5 | $161K |
Sector Composition
| 1 | Consumer Discretionary | 9.26% |
| 2 | Technology | 6.81% |
| 3 | Financials | 3.32% |
| 4 | Consumer Staples | 3% |
| 5 | Healthcare | 2.22% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.56M | 0.47% | 12,800 +102 | +0.8% | +$12.4K | |||
| $1.45M | 0.44% | 13,192 -822 | -6% | -$90.5K | |||
| $1.42M | 0.43% | 55,139 +466 | +0.9% | +$12K | |||
| $1.4M | 0.42% | 6,689 -88 | -1% | -$18.4K | |||
| $1.36M | 0.41% | 50,485 +81 | +0.2% | +$2.18K | |||
| $1.34M | 0.4% | 54,842 -7,919 | -13% | -$194K | |||
| $1.33M | 0.4% | 6,590 -97 | -1% | -$19.5K | |||
| $1.3M | 0.39% | 4,195 +56 | +1% | +$17.3K | |||
| $1.26M | 0.38% | 12,695 +82 | +0.7% | +$8.11K | |||
| $1.24M | 0.37% | 11,752 +1,385 | +13% | +$146K | |||
| $1.24M | 0.37% | 25,366 +207 | +0.8% | +$10.1K | |||
| $1.23M | 0.37% | 27,243 -1,000 | -4% | -$45.3K | |||
| $1.19M | 0.36% | 41,945 +2,594 | +7% | +$73.4K | |||
| $1.12M | 0.34% | 41,932 -3,559 | -8% | -$95.5K | |||
| $1.12M | 0.34% | 6,554 +94 | +1% | +$16K | |||
| $1.11M | 0.33% | 8,466 -1,938 | -19% | -$254K | |||
| $1.07M | 0.32% | 40,829 +8,748 | +27% | +$230K | |||
| $1.06M | 0.32% | 1,123 +3 | +0.3% | +$2.84K | |||
| $1.03M | 0.31% | 11,014 -190 | -2% | -$17.8K | |||
| $1.02M | 0.31% | 14,000 | – | – | |||
| $1.01M | 0.3% | 37,822 -4,130 | -10% | -$110K | |||
| $995K | 0.3% | 10,717 +476 | +5% | +$44.2K | |||
| $976K | 0.29% | 17,087 +6,885 | +67% | +$393K | |||
| $973K | 0.29% | 1,731 +233 | +16% | +$131K | |||
| $967K | 0.29% | 18,951 +14,251 | +303% | +$727K |
