LWM

LongView Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 11.9%
This Quarter Est. Return
1 Year Est. Return
+11.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.48M
3
+$1.35M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.25M
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.16M

Top Sells

1
+$3.25M
2
+$820K
3
+$519K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$387K
5
AAPL icon
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
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.09T
$3.57M 0.97%
7,105
+627
AFL icon
27
Aflac
AFL
$57B
$3.48M 0.94%
31,147
-690
VTV icon
28
Vanguard Value ETF
VTV
$152B
$3.46M 0.94%
18,543
-1,477
SO icon
29
Southern Company
SO
$98B
$3.45M 0.93%
36,387
-397
CGDG icon
30
Capital Group Dividend Growers ETF
CGDG
$3.8B
$3.41M 0.92%
98,491
+27,912
KO icon
31
Coca-Cola
KO
$304B
$3.26M 0.88%
49,199
+112
VTI icon
32
Vanguard Total Stock Market ETF
VTI
$563B
$3.2M 0.87%
9,751
+318
CGGE
33
Capital Group Global Equity ETF
CGGE
$1.35B
$3.11M 0.84%
100,930
+43,905
CGMS icon
34
Capital Group US Multi-Sector Income ETF
CGMS
$3.7B
$2.98M 0.81%
107,473
+23,121
CGGO icon
35
Capital Group Global Growth Equity ETF
CGGO
$7.86B
$2.86M 0.78%
83,809
+12,336
UTG icon
36
Reaves Utility Income Fund
UTG
$3.35B
$2.76M 0.75%
69,745
+65
FENI icon
37
Fidelity Enhanced International ETF
FENI
$5.32B
$2.68M 0.73%
76,070
+225
IYW icon
38
iShares US Technology ETF
IYW
$21.1B
$2.59M 0.7%
13,229
+190
STIP icon
39
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$2.55M 0.69%
24,679
+14,317
JNJ icon
40
Johnson & Johnson
JNJ
$495B
$2.55M 0.69%
13,742
+183
O icon
41
Realty Income
O
$52.9B
$2.53M 0.69%
41,667
+3,791
CGCP icon
42
Capital Group Core Plus Income ETF
CGCP
$6.23B
$2.45M 0.66%
107,715
+14,819
CGUS icon
43
Capital Group Core Equity ETF
CGUS
$7.97B
$2.39M 0.65%
60,333
+6,702
VEA icon
44
Vanguard FTSE Developed Markets ETF
VEA
$185B
$2.38M 0.64%
39,653
-134
AGG icon
45
iShares Core US Aggregate Bond ETF
AGG
$135B
$2.2M 0.6%
21,939
+6,442
XOM icon
46
Exxon Mobil
XOM
$487B
$2.17M 0.59%
19,226
-339
WMT icon
47
Walmart
WMT
$896B
$2.08M 0.56%
20,187
-50
CGCB icon
48
Capital Group Core Bond ETF
CGCB
$3.38B
$2.08M 0.56%
78,157
+25,037
JEPI icon
49
JPMorgan Equity Premium Income ETF
JEPI
$41B
$1.89M 0.51%
33,070
+7,562
BSV icon
50
Vanguard Short-Term Bond ETF
BSV
$39.2B
$1.8M 0.49%
22,864
-6,572
1
2
3 4 5