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
51
$994K 0.44%
+6,655
52
$978K 0.44%
+18,165
53
$956K 0.43%
+16,116
54
$941K 0.42%
+17,710
55
$939K 0.42%
+5,318
56
$904K 0.4%
+28,779
57
$895K 0.4%
+11,986
58
$884K 0.39%
+5,219
59
$864K 0.39%
+50,986
60
$854K 0.38%
+8,619
61
$851K 0.38%
+6,035
62
$813K 0.36%
+34,932
63
$806K 0.36%
+5,657
64
$804K 0.36%
+15,138
65
$785K 0.35%
+5,015
66
$785K 0.35%
+5,389
67
$752K 0.34%
+12,366
68
$743K 0.33%
+3,412
69
$742K 0.33%
+10,468
70
$724K 0.32%
+18,312
71
$682K 0.3%
+2,346
72
$679K 0.3%
+1,017
73
$677K 0.3%
+13,787
74
$650K 0.29%
+4,047
75
$647K 0.29%
+23,900
1 2
3
4 5