LWM

LongView Wealth Management Portfolio holdings

AUM $398M
1-Year Est. Return 13.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.89M
3
+$1.47M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.1M
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.07M

Top Sells

1
+$3.72M
2
+$2.87M
3
+$2.36M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.36M
5
IQLT icon
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
NVDA icon
26
NVIDIA
NVDA
$4.9T
$3.84M 0.97%
19,547
-460
CGMU icon
27
Capital Group Municipal Income ETF
CGMU
$5.73B
$3.8M 0.96%
138,664
+38,134
KO icon
28
Coca-Cola
KO
$326B
$3.73M 0.94%
49,084
-1,703
CGMS icon
29
Capital Group US Multi-Sector Income ETF
CGMS
$4.63B
$3.69M 0.93%
133,435
+5,961
VTI icon
30
Vanguard Total Stock Market ETF
VTI
$612B
$3.69M 0.93%
10,775
+971
JEPI icon
31
JPMorgan Equity Premium Income ETF
JEPI
$45.1B
$3.54M 0.89%
61,175
+17,030
VTV icon
32
Vanguard Value ETF
VTV
$170B
$3.5M 0.88%
17,257
-635
MSFT icon
33
Microsoft
MSFT
$3.14T
$3.48M 0.87%
8,849
-252
AFL icon
34
Aflac
AFL
$59B
$3.32M 0.84%
29,698
-2,986
CGGO icon
35
Capital Group Global Growth Equity ETF
CGGO
$9.84B
$3.15M 0.79%
85,245
-3,784
JNJ icon
36
Johnson & Johnson
JNJ
$564B
$3.03M 0.76%
12,604
-1,241
SO icon
37
Southern Company
SO
$107B
$3M 0.75%
31,250
-3,496
CGUS icon
38
Capital Group Core Equity ETF
CGUS
$9.61B
$2.88M 0.72%
69,496
-1,815
UTG icon
39
Reaves Utility Income Fund
UTG
$3.86B
$2.82M 0.71%
67,380
+65
CGCP icon
40
Capital Group Core Plus Income ETF
CGCP
$7.47B
$2.67M 0.67%
118,509
+1,139
IVV icon
41
iShares Core S&P 500 ETF
IVV
$782B
$2.62M 0.66%
3,762
+334
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.02T
$2.56M 0.64%
5,365
-1,893
IYW icon
43
iShares US Technology ETF
IYW
$20.4B
$2.56M 0.64%
12,687
-304
CGCB icon
44
Capital Group Core Bond ETF
CGCB
$4.7B
$2.54M 0.64%
96,002
+3,279
VEA icon
45
Vanguard FTSE Developed Markets ETF
VEA
$223B
$2.53M 0.64%
36,724
+366
XOM icon
46
Exxon Mobil
XOM
$609B
$2.51M 0.63%
16,816
-1,168
AGG icon
47
iShares Core US Aggregate Bond ETF
AGG
$136B
$2.39M 0.6%
23,953
+5
EPS icon
48
WisdomTree US LargeCap Fund
EPS
$1.45B
$2.38M 0.6%
32,818
+15,107
EIPI
49
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.06B
$2.37M 0.6%
106,599
-109,831
WMT icon
50
Walmart Inc
WMT
$1.02T
$1.97M 0.5%
15,782
-4,447
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