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
101
$492K 0.19%
3,412
+16
102
$485K 0.19%
5,569
103
$478K 0.19%
5,116
+104
104
$475K 0.19%
6,570
+599
105
$472K 0.19%
10,345
-2,735
106
$465K 0.18%
10,193
+2,562
107
$456K 0.18%
11,820
+64
108
$451K 0.18%
11,892
-114
109
$450K 0.18%
8,600
-45
110
$449K 0.18%
4,062
+71
111
$447K 0.18%
5,931
+1,441
112
$446K 0.18%
6,107
+13
113
$446K 0.18%
6,307
-31
114
$436K 0.17%
3,313
-144
115
$426K 0.17%
5,583
+9
116
$423K 0.17%
2,346
117
$423K 0.17%
3,324
-120
118
$418K 0.17%
806
-15
119
$413K 0.16%
2,210
+120
120
$411K 0.16%
2,337
+60
121
$411K 0.16%
29,402
+4,737
122
$411K 0.16%
1,471
-208
123
$392K 0.16%
8,618
+104
124
$390K 0.15%
4,215
-1,772
125
$384K 0.15%
9,162
-172
3 4
5
6 7