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
76
$712K 0.28%
3,555
-144
77
$709K 0.28%
4,047
78
$665K 0.26%
6,555
79
$664K 0.26%
2,354
+8
80
$656K 0.26%
2,879
-334
81
$654K 0.26%
10,257
-211
82
$637K 0.25%
4,892
83
$630K 0.25%
5,713
84
$630K 0.25%
4,327
85
$592K 0.23%
18,992
+3,658
86
$578K 0.23%
14,627
-3,685
87
$559K 0.22%
1,064
+51
88
$556K 0.22%
2,181
-32
89
$550K 0.22%
4,545
+205
90
$548K 0.22%
12,094
+1,340
91
$535K 0.21%
4,375
-108
92
$527K 0.21%
33,005
-730
93
$524K 0.21%
10,155
-3,632
94
$519K 0.21%
18,586
+6,381
95
$514K 0.2%
4,521
-412
96
$513K 0.2%
32,642
-1,118
97
$512K 0.2%
+17,593
98
$510K 0.2%
6,711
+510
99
$504K 0.2%
3,224
100
$501K 0.2%
2,675
+100
2 3
4
5 6