LWM

LongView Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 13.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.76%
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
+$1.93M
3
+$1.91M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.77M
5
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$1.28M

Top Sells

1
+$531K
2
+$470K
3
+$463K
4
HD icon
Home Depot
HD
+$320K
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
176
$187K 0.07%
20,581
177
– –
-6,584
178
– –
-1,147
179
– –
-466
180
– –
-5,227
181
– –
-11,995
182
– –
-28
4 5 6 7
8