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
1
$13.6M 6.09%
+39,379
2
$13.4M 5.99%
+526,521
3
$13.2M 5.92%
+71,561
4
$10.3M 4.61%
+75,211
5
$6.36M 2.84%
+94,364
6
$6.16M 2.75%
+19,975
7
$4.79M 2.14%
+95,042
8
$4.76M 2.12%
+22,797
9
$4.49M 2.01%
+160,243
10
$4.44M 1.98%
+237,084
11
$4.41M 1.97%
+29,418
12
$4.39M 1.96%
+11,670
13
$4.34M 1.94%
+27,163
14
$4.18M 1.87%
+10,295
15
$3.88M 1.73%
+105,514
16
$3.57M 1.6%
+411,184
17
$3.03M 1.35%
+20,043
18
$3.03M 1.35%
+42,137
19
$2.67M 1.19%
+7,285
20
$2.66M 1.19%
+58,291
21
$2.57M 1.15%
+124,496
22
$2.51M 1.12%
+25,225
23
$2.43M 1.08%
+15,028
24
$2.34M 1.04%
+38,930
25
$2.13M 0.95%
+81,946
1
2 3 4 5