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
$313M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.48M
3
+$1.35M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.18M

Top Sells

1
+$433K
2
+$324K
3
+$235K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$203K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$184K

Sector Composition

1 Consumer Discretionary 10.61%
2 Technology 8.13%
3 Financials 3.12%
4 Consumer Staples 2.99%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 1.05%
88,041
+22,620
27
$3.15M 1.01%
5,969
+759
28
$3.12M 0.99%
43,373
+312
29
$2.76M 0.88%
23,529
-597
30
$2.56M 0.82%
21,066
+2,082
31
$2.5M 0.8%
8,820
-3
32
$2.47M 0.79%
75,191
+73
33
$2.44M 0.78%
15,032
+201
34
$2.42M 0.77%
45,822
+2,199
35
$2.35M 0.75%
73,044
+4,727
36
$2.24M 0.71%
72,120
+43,636
37
$2.17M 0.69%
19,400
+3,651
38
$1.98M 0.63%
13,039
-580
39
$1.77M 0.57%
35,104
-1,620
40
$1.75M 0.56%
57,986
+16,615
41
$1.72M 0.55%
21,341
+977
42
$1.69M 0.54%
62,557
+317
43
$1.66M 0.53%
71,746
+11,154
44
$1.64M 0.52%
15,434
+80
45
$1.63M 0.52%
6,197
+491
46
$1.61M 0.51%
25,310
+4,099
47
$1.49M 0.48%
31,223
-3,520
48
$1.47M 0.47%
54,812
-2,854
49
$1.46M 0.47%
13,988
-41
50
$1.46M 0.47%
14,447
-1,432
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2
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