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
151
$251K 0.11%
+466
152
$249K 0.11%
+1,057
153
$248K 0.11%
+5,227
154
$239K 0.11%
+1,101
155
$234K 0.1%
+93
156
$234K 0.1%
+993
157
$232K 0.1%
+509
158
$230K 0.1%
+881
159
$230K 0.1%
+1,018
160
$228K 0.1%
+6,584
161
$226K 0.1%
+749
162
$224K 0.1%
+765
163
$218K 0.1%
+4,300
164
$217K 0.1%
+3,893
165
$211K 0.09%
+3,880
166
$204K 0.09%
+1,239
167
$202K 0.09%
+2,394
168
$184K 0.08%
+20,581
169
$132K 0.06%
+11,995
170
$2.73K ﹤0.01%
+28
3 4 5 6
7