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Ryan P Sawyer

@Viewpoint Capital Management Llc

Latest period2024 - Q3ReportedManaged Assets$178.881MTotal holdings140
Assets growth rate9.49%Assets growth rate (2-Q avg)6.67%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Viewpoint Capital Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Viewpoint Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 178.881M in assets, with a quarterly growth rate of 9.49% and a 2-quarter average growth rate of 6.67%. The portfolio is managed by Ryan P Sawyer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon Com Inc
Recent Activity
Increased 2.34%
13.22%
$23.644M
125,788 shares@ $187.97 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.2%
5.35%
$9.553M
18,183 shares@ $525.39 avg price
XHBSpdr Ser Tr
Recent Activity
Increased 7.27%
3.71%
$6.633M
53,372 shares@ $124.27 avg price
IWNIshares Tr
Recent Activity
Increased 12.35%
3.69%
$6.589M
39,607 shares@ $166.38 avg price
BACBank America Corp
Recent Activity
Increased 1.25%
3.55%
$6.347M
161,079 shares@ $39.41 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.02%
3.27%
$5.837M
13,638 shares@ $428.02 avg price
CATCaterpillar Inc
Recent Activity
Increased 2.43%
2.87%
$5.121M
13,095 shares@ $391.09 avg price
TSLATesla Inc
Recent Activity
Increased 0.48%
2.71%
$4.846M
18,607 shares@ $260.46 avg price
VSSVanguard Intl Equity Index F
Recent Activity
Increased 12.36%
2.19%
$3.91M
31,045 shares@ $125.94 avg price
PGProcter And Gamble Co
Recent Activity
Increased 2.61%
1.92%
$3.426M
19,741 shares@ $173.56 avg price