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
51
$1.09M 0.43%
5,668
+350
52
$1.07M 0.42%
6,581
-74
53
$1.06M 0.42%
36,859
+12,871
54
$1.06M 0.42%
41,847
+6,915
55
$1.02M 0.4%
12,175
-1,045
56
$939K 0.37%
29,136
+357
57
$935K 0.37%
6,192
+157
58
$932K 0.37%
15,482
+344
59
$931K 0.37%
18,925
+5,769
60
$891K 0.35%
16,470
+354
61
$874K 0.35%
4,786
-433
62
$870K 0.34%
5,136
+121
63
$856K 0.34%
1,762
+22
64
$826K 0.33%
15,400
-2,765
65
$823K 0.33%
5,405
-252
66
$813K 0.32%
3,390
-22
67
$800K 0.32%
8,276
-343
68
$791K 0.31%
5,014
-375
69
$788K 0.31%
12,448
+82
70
$780K 0.31%
2,708
+682
71
$773K 0.31%
9,151
-2,835
72
$752K 0.3%
4,299
+560
73
$745K 0.3%
27,600
+3,700
74
$740K 0.29%
1,010
-7
75
$722K 0.29%
41,031
-9,955
1 2
3
4 5