LWM
LongView Wealth Management Portfolio holdings
AUM
$414M
1-Year Est. Return
13.76%
This Fund
S&P 500
1 Year Est. Return
+13.76%
AUM
$369M
AUM Growth
+$38.8M
(+12%)
Holding
227
Top Buys
| 1 | +$2.45M | |
| 2 | +$1.48M | |
| 3 | +$1.31M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$1.22M |
| 5 |
Capital Group Core Balanced ETF
CGBL
|
+$1.14M |
Top Sells
| 1 | +$3.14M | |
| 2 | +$889K | |
| 3 | +$517K | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$383K |
| 5 |
Charles Schwab
SCHW
|
+$302K |
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
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.1B
| – | – |
-2,030
|
|
||
|
227
Charles Schwab
SCHW
$165B
| – | – |
-3,309
|
|