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
76
$644K 0.29%
+13,156
77
$631K 0.28%
+3,699
78
$625K 0.28%
+3,739
79
$622K 0.28%
+1,740
80
$620K 0.28%
+6,555
81
$611K 0.27%
+23,988
82
$600K 0.27%
+3,213
83
$598K 0.27%
+13,080
84
$591K 0.26%
+5,713
85
$565K 0.25%
+4,327
86
$558K 0.25%
+5,987
87
$556K 0.25%
+4,933
88
$548K 0.24%
+33,735
89
$541K 0.24%
+4,892
90
$535K 0.24%
+2,277
91
$529K 0.24%
+2,026
92
$504K 0.22%
+2,213
93
$488K 0.22%
+3,224
94
$485K 0.22%
+4,340
95
$483K 0.22%
+5,569
96
$482K 0.22%
+1,013
97
$473K 0.21%
+33,760
98
$454K 0.2%
+10,754
99
$454K 0.2%
+3,396
100
$449K 0.2%
+5,012
2 3
4
5 6