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
$271M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.33M
3
+$1.69M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.61M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$982K

Top Sells

1
+$3.91M
2
+$632K
3
+$449K
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$304K
5
VB icon
Vanguard Small-Cap ETF
VB
+$269K

Sector Composition

1 Consumer Discretionary 11.39%
2 Technology 8.81%
3 Consumer Staples 3.13%
4 Financials 3.1%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.01%
43,061
+8,661
27
$2.61M 0.96%
110,710
+20,049
28
$2.61M 0.96%
5,210
+622
29
$2.36M 0.87%
8,823
+26
30
$2.35M 0.87%
18,984
+1,114
31
$2.29M 0.85%
65,421
+23,146
32
$2.17M 0.8%
14,831
+123
33
$2.16M 0.8%
43,623
-1,502
34
$2.05M 0.76%
75,118
-215
35
$2.05M 0.76%
13,619
+50
36
$2.01M 0.74%
68,317
+9,051
37
$1.83M 0.68%
36,724
-1,178
38
$1.61M 0.59%
+15,354
39
$1.6M 0.59%
62,240
-11,823
40
$1.54M 0.57%
15,879
+3,801
41
$1.52M 0.56%
34,743
-1,391
42
$1.5M 0.55%
57,666
-3,812
43
$1.45M 0.54%
14,029
-275
44
$1.41M 0.52%
15,749
+659
45
$1.38M 0.51%
5,706
-189
46
$1.38M 0.51%
20,364
+4,882
47
$1.35M 0.5%
6,859
+353
48
$1.35M 0.5%
60,592
+492
49
$1.28M 0.47%
10,494
+35
50
$1.22M 0.45%
41,371
+4,512
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