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
$328M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.38M
3
+$1.15M
4
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$785K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$726K

Top Sells

1
+$325K
2
+$306K
3
+$289K
4
XOM icon
Exxon Mobil
XOM
+$281K
5
GE icon
GE Aerospace
GE
+$225K

Sector Composition

1 Consumer Discretionary 9.84%
2 Technology 8.13%
3 Financials 3.06%
4 Consumer Staples 2.88%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.37M 1.03%
26,748
-150
27
$3.35M 1.02%
40,678
+14
28
$3.32M 1.01%
7,328
29
$3.06M 0.93%
49,182
+5,809
30
$2.84M 0.86%
21,114
+48
31
$2.55M 0.78%
8,793
-27
32
$2.34M 0.71%
71,271
-1,773
33
$2.25M 0.69%
20,919
-2,610
34
$2.23M 0.68%
70,276
-4,915
35
$2.21M 0.67%
46,247
+425
36
$2.13M 0.65%
14,745
-287
37
$2.09M 0.64%
13,094
+55
38
$2.01M 0.61%
19,411
+11
39
$1.92M 0.58%
21,201
-140
40
$1.9M 0.58%
64,906
+6,920
41
$1.88M 0.57%
35,188
+9,878
42
$1.88M 0.57%
84,461
+12,715
43
$1.65M 0.5%
33,204
-1,900
44
$1.64M 0.5%
15,548
+114
45
$1.64M 0.5%
6,204
+7
46
$1.6M 0.49%
13,580
+4,051
47
$1.55M 0.47%
62,761
+204
48
$1.49M 0.45%
54,622
+26,445
49
$1.47M 0.45%
14,014
+26
50
$1.44M 0.44%
41,196
+3,461
1
2
3 4 5