LWM
LongView Wealth Management Portfolio holdings
AUM
$330M
This Quarter Return
+9.19%
1 Year Return
+12.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$224M
AUM Growth
–
Cap. Flow
+$224M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.43%
Holding
170
New
170
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Home Depot
HD
|
$13.6M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$13.4M |
| 3 |
Apple
AAPL
|
$13.2M |
| 4 |
Genuine Parts
GPC
|
$10.3M |
| 5 |
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% |
