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
126
$351K 0.16%
+7,631
127
$350K 0.16%
+2,346
128
$347K 0.16%
+12,205
129
$340K 0.15%
+4,490
130
$337K 0.15%
+3,111
131
$334K 0.15%
+4,568
132
$325K 0.14%
+9,302
133
$320K 0.14%
+16,760
134
$315K 0.14%
+6,303
135
$312K 0.14%
+7,500
136
$312K 0.14%
+24,665
137
$303K 0.14%
+558
138
$297K 0.13%
+29,397
139
$289K 0.13%
+461
140
$287K 0.13%
+1,270
141
$284K 0.13%
+6,703
142
$279K 0.12%
+1,147
143
$276K 0.12%
+1,915
144
$276K 0.12%
+7,306
145
$273K 0.12%
+5,672
146
$262K 0.12%
+880
147
$261K 0.12%
+3,916
148
$260K 0.12%
+6,892
149
$252K 0.11%
+1,983
150
$252K 0.11%
+13,000
3 4 5
6
7