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 | |
|---|---|---|---|---|---|---|---|
| $618K | 0.19% | 1,181 -4 | -0.3% | -$2.09K | |||
| $610K | 0.18% | 32,802 -249 | -0.8% | -$4.63K | |||
| $609K | 0.18% | 10,865 -1 | -0% | -$56 | |||
| $596K | 0.18% | 5,762 +695 | +14% | +$71.9K | |||
| $590K | 0.18% | 4,445 -211 | -5% | -$28K | |||
| $578K | 0.17% | 4,036 -46 | -1% | -$6.59K | |||
| $577K | 0.17% | 2,000 | – | – | |||
| $562K | 0.17% | 22,347 +3,829 | +21% | +$96.3K | |||
| $556K | 0.17% | 21,512 | New | +$556K | |||
| $552K | 0.17% | 11,987 +203 | +2% | +$9.35K | |||
| $533K | 0.16% | 3,187 -50 | -2% | -$8.36K | |||
| $511K | 0.15% | 1,973 +64 | +3% | +$16.6K | |||
| $511K | 0.15% | 2,528 -201 | -7% | -$40.6K | |||
| $506K | 0.15% | 4,327 | – | – | |||
| $505K | 0.15% | 6,601 -412 | -6% | -$31.5K | |||
| $486K | 0.15% | 6,993 +373 | +6% | +$25.9K | |||
| $485K | 0.15% | 6,473 +20 | +0.3% | +$1.5K | |||
| $484K | 0.15% | 3,232 | – | – | |||
| $483K | 0.14% | 1,576 -516 | -25% | -$158K | |||
| $481K | 0.14% | 11,530 -1,293 | -10% | -$54K | |||
| $480K | 0.14% | 2,025 -45 | -2% | -$10.7K | |||
| $477K | 0.14% | 2,408 | – | – | |||
| $473K | 0.14% | 2,747 | – | – | |||
| $469K | 0.14% | 6,041 +34 | +0.6% | +$2.64K | |||
| $467K | 0.14% | 9,374 +917 | +11% | +$45.7K |
