LWM
LongView Wealth Management Portfolio holdings
AUM
$414M
1-Year Est. Return
13.77%
1 Year Est. Return
+13.77%
AUM
$414M
AUM Growth
+$45M
(+12%)
Holding
251
Top Buys
| 1 | +$2.04M | |
| 2 | +$1.91M | |
| 3 | +$1.8M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.69M |
| 5 |
BlackRock Intermediate Muni Income Bond ETF
INMU
|
+$1.4M |
Top Sells
| 1 | +$763K | |
| 2 | +$690K | |
| 3 | +$455K | |
| 4 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$379K |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
+$335K |
Sector Composition
| 1 | Consumer Discretionary | 7.13% |
| 2 | Technology | 6.61% |
| 3 | Financials | 2.92% |
| 4 | Consumer Staples | 2.39% |
| 5 | Healthcare | 2.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
251
Vanguard Long-Term Bond ETF
BLV
$5.92B
| – | – |
-4,730
|
|