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 | |
|---|---|---|---|---|---|---|---|
| $958K | 0.29% | 41,660 +5,275 | +15% | +$121K | |||
| $941K | 0.28% | 1,633 -61 | -4% | -$35.2K | |||
| $927K | 0.28% | 4,779 +124 | +3% | +$24.1K | |||
| $909K | 0.27% | 4,878 -771 | -14% | -$144K | |||
| $868K | 0.26% | 17,509 +4,279 | +32% | +$212K | |||
| $840K | 0.25% | 6,516 +397 | +6% | +$51.2K | |||
| $824K | 0.25% | 26,810 -584 | -2% | -$17.9K | |||
| $822K | 0.25% | 3,353 -225 | -6% | -$55.2K | |||
| $815K | 0.24% | 12,826 +533 | +4% | +$33.9K | |||
| $798K | 0.24% | 1 | New | +$798K | |||
| $792K | 0.24% | 5,070 -113 | -2% | -$17.7K | |||
| $779K | 0.23% | 4,494 -20 | -0.4% | -$3.47K | |||
| $753K | 0.23% | 17,987 +1,387 | +8% | +$58K | |||
| $752K | 0.23% | 2,795 -226 | -7% | -$60.8K | |||
| $746K | 0.22% | 4,871 -107 | -2% | -$16.4K | |||
| $742K | 0.22% | 4,796 -307 | -6% | -$47.5K | |||
| $709K | 0.21% | 5,850 | – | – | |||
| $698K | 0.21% | 2,234 +8 | +0.4% | +$2.5K | |||
| $692K | 0.21% | 4,616 +160 | +4% | +$24K | |||
| $676K | 0.2% | 2,628 -536 | -17% | -$138K | |||
| $670K | 0.2% | 6,555 | – | – | |||
| $656K | 0.2% | 48,028 -62 | -0.1% | -$846 | |||
| $649K | 0.19% | 12,600 +1,000 | +9% | +$51.5K | |||
| $639K | 0.19% | 19,800 | New | +$639K | |||
| $627K | 0.19% | 9,542 +943 | +11% | +$62K |
