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
1
$14.8M 5.87%
550,596
+24,075
2
$14.8M 5.85%
38,502
-877
3
$11.8M 4.69%
68,976
-2,585
4
$11.7M 4.62%
75,211
5
$8.47M 3.36%
112,187
+17,823
6
$7.13M 2.83%
20,721
+746
7
$7.01M 2.78%
219,241
+58,998
8
$5.62M 2.23%
271,878
+34,794
9
$5.33M 2.11%
105,413
+10,371
10
$5M 1.98%
30,713
+1,295
11
$4.97M 1.97%
21,754
-1,043
12
$4.83M 1.91%
11,482
-188
13
$4.56M 1.81%
10,277
-18
14
$4.55M 1.8%
100,360
+42,069
15
$4.42M 1.75%
111,504
+5,990
16
$4.14M 1.64%
55,809
+27,108
17
$4.02M 1.59%
27,063
-100
18
$3.91M 1.55%
404,801
-6,383
19
$3.76M 1.49%
49,097
+31,511
20
$3.56M 1.41%
19,758
-285
21
$3.1M 1.23%
7,366
+81
22
$3.08M 1.22%
132,948
+8,452
23
$2.88M 1.14%
40,151
-1,986
24
$2.68M 1.06%
23,046
-2,179
25
$2.5M 0.99%
76,959
+6,950
1
2 3 4 5