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
101
$447K 0.2%
+6,201
102
$442K 0.2%
+1,679
103
$438K 0.2%
+5,971
104
$433K 0.19%
+6,094
105
$431K 0.19%
+15,334
106
$419K 0.19%
+3,991
107
$410K 0.18%
+3,478
108
$405K 0.18%
+5,574
109
$404K 0.18%
+12,006
110
$404K 0.18%
+2,575
111
$403K 0.18%
+954
112
$402K 0.18%
+6,338
113
$402K 0.18%
+4,483
114
$398K 0.18%
+3,457
115
$397K 0.18%
+821
116
$388K 0.17%
+3,444
117
$386K 0.17%
+4,143
118
$385K 0.17%
+8,514
119
$382K 0.17%
+8,645
120
$377K 0.17%
+5,727
121
$370K 0.17%
+8,548
122
$368K 0.16%
+3,400
123
$368K 0.16%
+11,756
124
$364K 0.16%
+9,334
125
$364K 0.16%
+2,090
3 4
5
6 7