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
126
$379K 0.15%
4,145
+2
127
$363K 0.14%
8,379
-169
128
$353K 0.14%
16,760
129
$345K 0.14%
7,500
130
$343K 0.14%
440
-21
131
$341K 0.14%
1,998
+15
132
$341K 0.14%
+2,000
133
$337K 0.13%
5,169
-558
134
$335K 0.13%
695
-259
135
$332K 0.13%
4,571
+3
136
$329K 0.13%
2,674
-804
137
$321K 0.13%
6,704
+1
138
$320K 0.13%
551
-7
139
$318K 0.13%
5,174
+1,281
140
$315K 0.13%
2,380
-1,020
141
$308K 0.12%
7,309
+3
142
$307K 0.12%
6,157
-146
143
$299K 0.12%
861
-19
144
$299K 0.12%
1,915
145
$294K 0.12%
27,668
-1,729
146
$293K 0.12%
93
147
$292K 0.12%
1,122
+129
148
$284K 0.11%
3,924
+8
149
$283K 0.11%
7,503
-1,799
150
$274K 0.11%
1,075
-26
4 5
6
7 8