LWM
LongView Wealth Management Portfolio holdings
AUM
$369M
1-Year Est. Return
11.9%
1 Year Est. Return
+11.9%
AUM
$369M
AUM Growth
+$38.8M
(+12%)
Holding
227
Top Buys
| 1 | +$2.51M | |
| 2 | +$1.48M | |
| 3 | +$1.35M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$1.25M |
| 5 |
Capital Group Core Balanced ETF
CGBL
|
+$1.16M |
Top Sells
| 1 | +$3.25M | |
| 2 | +$820K | |
| 3 | +$519K | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$387K |
| 5 |
Apple
AAPL
|
+$329K |
Sector Composition
| 1 | Consumer Discretionary | 8.01% |
| 2 | Technology | 7.21% |
| 3 | Financials | 3.12% |
| 4 | Consumer Staples | 2.53% |
| 5 | Healthcare | 1.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Charles Schwab
SCHW
$171B
| – | – |
-3,309
|
|
||
227
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
| – | – |
-2,030
|
|