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
151
$272K 0.11%
807
+58
152
$269K 0.11%
735
-30
153
$258K 0.1%
858
-23
154
$251K 0.1%
5,682
+10
155
$251K 0.1%
13,000
156
$250K 0.1%
999
-19
157
$243K 0.1%
3,997
+117
158
$241K 0.1%
2,244
-867
159
$234K 0.09%
4,300
160
$232K 0.09%
+8,596
161
$228K 0.09%
913
-144
162
$226K 0.09%
496
-13
163
$219K 0.09%
+7,775
164
$218K 0.09%
1,216
-23
165
$217K 0.09%
2,394
166
$215K 0.09%
+2,277
167
$213K 0.08%
5,471
-1,421
168
$209K 0.08%
1,082
-188
169
$207K 0.08%
+3,051
170
$206K 0.08%
+2,955
171
$205K 0.08%
+2,572
172
$205K 0.08%
+1,792
173
$203K 0.08%
+1,201
174
$200K 0.08%
+431
175
$188K 0.07%
+11,500
4 5 6
7
8