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 | |
|---|---|---|---|---|---|---|---|
| $456K | 0.14% | 1,301 -119 | -8% | -$41.7K | |||
| $450K | 0.13% | 6,383 -579 | -8% | -$40.8K | |||
| $445K | 0.13% | 7,406 -86 | -1% | -$5.17K | |||
| $436K | 0.13% | 9,419 -180 | -2% | -$8.34K | |||
| $436K | 0.13% | 5,691 +13 | +0.2% | +$996 | |||
| $434K | 0.13% | 5,314 +7 | +0.1% | +$572 | |||
| $401K | 0.12% | 5,209 -1,563 | -23% | -$120K | |||
| $396K | 0.12% | 5,799 +246 | +4% | +$16.8K | |||
| $391K | 0.12% | 2,338 +96 | +4% | +$16.1K | |||
| $389K | 0.12% | 1,273 +4 | +0.3% | +$1.22K | |||
| $384K | 0.12% | 2,395 +450 | +23% | +$72.2K | |||
| $384K | 0.12% | 1,523 +114 | +8% | +$28.7K | |||
| $378K | 0.11% | 5,147 +820 | +19% | +$60.2K | |||
| $367K | 0.11% | 1,016 +362 | +55% | +$131K | |||
| $365K | 0.11% | 8,045 -1,308 | -14% | -$59.3K | |||
| $365K | 0.11% | 3,635 +26 | +0.7% | +$2.61K | |||
| $361K | 0.11% | 2,685 +3 | +0.1% | +$403 | |||
| $359K | 0.11% | 12,260 +245 | +2% | +$7.18K | |||
| $358K | 0.11% | 824 +84 | +11% | +$36.5K | |||
| $357K | 0.11% | 3,059 +189 | +7% | +$22K | |||
| $356K | 0.11% | 431 -3 | -0.7% | -$2.48K | |||
| $355K | 0.11% | 3,784 +327 | +9% | +$30.7K | |||
| $355K | 0.11% | 4,275 | – | – | |||
| $353K | 0.11% | 1,850 -150 | -8% | -$28.6K | |||
| $349K | 0.1% | 9,445 -766 | -8% | -$28.3K |
