LWM
LongView Wealth Management Portfolio holdings
AUM
$398M
1-Year Est. Return
13.52%
This Fund
S&P 500
1 Year Est. Return
+13.52%
AUM
$398M
AUM Growth
-$16M
(-3.9%)
Holding
267
Top Buys
| 1 | +$2.24M | |
| 2 | +$1.89M | |
| 3 | +$1.47M | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$1.1M |
| 5 |
WisdomTree US LargeCap Fund
EPS
|
+$1.07M |
Top Sells
| 1 | +$3.72M | |
| 2 | +$2.87M | |
| 3 | +$2.36M | |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$2.36M |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$2.29M |
Sector Composition
| 1 | Consumer Discretionary | 6.24% |
| 2 | Technology | 6.16% |
| 3 | Financials | 2.63% |
| 4 | Consumer Staples | 2.32% |
| 5 | Healthcare | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
AutoZone
AZO
$58.9B
| – | – |
-88
|
|
||
252
Black Stone Minerals
BSM
$2.9B
| – | – |
-10,440
|
|
||
253
Capital Group Short Duration Municipal Income ETF
CGSM
$1.14B
| – | – |
-7,700
|
|
||
254
Comcast
CMCSA
$107B
| – | – |
-7,182
|
|
||
255
Dominion Energy
D
$54.9B
| – | – |
-11,169
|
|
||
256
Elevance Health
ELV
$71B
| – | – |
-930
|
|
||
257
EOG Resources
EOG
$68.8B
| – | – |
-2,446
|
|
||
258
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.2B
| – | – |
-2,821
|
|
||
259
General Dynamics
GD
$91.1B
| – | – |
-575
|
|
||
260
iShares Gold Trust
IAU
$77.8B
| – | – |
-3,239
|
|
||
261
Keysight
KEYS
$57.3B
| – | – |
-3,224
|
|
||
262
Eli Lilly
LLY
$828B
| – | – |
-461
|
|
||
263
NextEra Energy
NEE
$192B
| – | – |
-2,777
|
|
||
264
State Street SPDR S&P Dividend ETF
SDY
$21.1B
| – | – |
-1,862
|
|
||
265
UnitedHealth
UNH
$295B
| – | – |
-956
|
|
||
266
Vanguard S&P 500 Growth ETF
VOOG
$23.6B
| – | – |
-608
|
|
||
267
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.26B
| – | – |
-783
|
|