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 | |
|---|---|---|---|---|---|---|---|
| $272K | 0.08% | 5,493 | New | +$272K | |||
| $270K | 0.08% | 4,382 -753 | -15% | -$46.5K | |||
| $269K | 0.08% | 2,797 | New | +$269K | |||
| $266K | 0.08% | 3,148 +370 | +13% | +$31.2K | |||
| $258K | 0.08% | 3,299 +11 | +0.3% | +$861 | |||
| $256K | 0.08% | 22,780 | – | – | |||
| $248K | 0.07% | 452 -175 | -28% | -$95.9K | |||
| $244K | 0.07% | 3,052 +182 | +6% | +$14.5K | |||
| $240K | 0.07% | 537 +1 | +0.2% | +$447 | |||
| $237K | 0.07% | 476 -29 | -6% | -$14.4K | |||
| $237K | 0.07% | 1,791 -101 | -5% | -$13.3K | |||
| $236K | 0.07% | 5,407 +1 | +0% | +$44 | |||
| $234K | 0.07% | 1,807 -46 | -2% | -$5.97K | |||
| $228K | 0.07% | 2,472 +78 | +3% | +$7.2K | |||
| $224K | 0.07% | 8,036 +255 | +3% | +$7.12K | |||
| $224K | 0.07% | 899 -185 | -17% | -$46K | |||
| $222K | 0.07% | 14,568 -1,276 | -8% | -$19.5K | |||
| $222K | 0.07% | 1,700 | – | – | |||
| $216K | 0.06% | 3,099 | New | +$216K | |||
| $214K | 0.06% | 919 -114 | -11% | -$26.6K | |||
| $207K | 0.06% | 5,709 | New | +$207K | |||
| $207K | 0.06% | 3,834 -926 | -19% | -$50K | |||
| $205K | 0.06% | 4,975 | – | – | |||
| $204K | 0.06% | 1,539 -243 | -14% | -$32.2K | |||
| $203K | 0.06% | 608 | – | – |
