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 | |
|---|---|---|---|---|---|---|---|
| $345K | 0.1% | 1,000 -3 | -0.3% | -$1.04K | |||
| $342K | 0.1% | 6,167 +1,197 | +24% | +$66.4K | |||
| $341K | 0.1% | 2,901 +242 | +9% | +$28.4K | |||
| $339K | 0.1% | 9,934 -121 | -1% | -$4.13K | |||
| $336K | 0.1% | 88 +1 | +1% | +$3.81K | |||
| $335K | 0.1% | 3,415 -5 | -0.2% | -$490 | |||
| $333K | 0.1% | 1,946 +342 | +21% | +$58.5K | |||
| $326K | 0.1% | 7,500 | – | – | |||
| $320K | 0.1% | 5,185 +496 | +11% | +$30.6K | |||
| $318K | 0.1% | 5,455 -425 | -7% | -$24.8K | |||
| $311K | 0.09% | 1,651 +451 | +38% | +$84.9K | |||
| $311K | 0.09% | 6,955 +87 | +1% | +$3.88K | |||
| $310K | 0.09% | 4,730 | – | – | |||
| $304K | 0.09% | 2,898 -116 | -4% | -$12.2K | |||
| $304K | 0.09% | 5,520 -15 | -0.3% | -$827 | |||
| $298K | 0.09% | 15,200 | – | – | |||
| $293K | 0.09% | 839 -47 | -5% | -$16.4K | |||
| $289K | 0.09% | 2,924 -1,094 | -27% | -$108K | |||
| $289K | 0.09% | 7,512 | New | +$289K | |||
| $288K | 0.09% | 5,623 -89 | -2% | -$4.55K | |||
| $285K | 0.09% | 1,425 | New | +$285K | |||
| $280K | 0.08% | 2,673 -374 | -12% | -$39.1K | |||
| $274K | 0.08% | 10,042 -5,349 | -35% | -$146K | |||
| $273K | 0.08% | 3,851 -303 | -7% | -$21.5K | |||
| $272K | 0.08% | 4,534 +136 | +3% | +$8.16K |
