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
$333M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.35M
3
+$798K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$793K
5
AFL icon
Aflac
AFL
+$772K

Top Sells

1
+$574K
2
+$472K
3
+$446K
4
WFC icon
Wells Fargo
WFC
+$427K
5
RF icon
Regions Financial
RF
+$427K

Sector Composition

1 Consumer Discretionary 9.26%
2 Technology 6.81%
3 Financials 3.32%
4 Consumer Staples 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.66M 1.1%
7,120
+703
27
$3.58M 1.07%
38,924
-1,754
28
$3.53M 1.06%
49,282
+100
29
$3.51M 1.05%
18,449
+457
30
$2.94M 0.88%
26,773
+25
31
$2.93M 0.88%
26,354
+6,943
32
$2.42M 0.73%
8,801
+8
33
$2.4M 0.72%
20,207
-712
34
$2.34M 0.7%
21,614
+500
35
$2.32M 0.69%
13,964
-781
36
$2.27M 0.68%
69,612
-664
37
$2.23M 0.67%
43,958
-2,289
38
$2.12M 0.64%
36,604
+1,416
39
$1.95M 0.59%
87,015
+2,554
40
$1.93M 0.58%
16,647
+3,067
41
$1.93M 0.58%
7,444
+1,240
42
$1.9M 0.57%
66,946
+2,040
43
$1.88M 0.56%
21,426
+225
44
$1.84M 0.55%
13,092
-2
45
$1.82M 0.55%
66,706
+12,084
46
$1.73M 0.52%
58,050
+5,796
47
$1.65M 0.49%
15,608
+60
48
$1.64M 0.49%
53,092
+11,665
49
$1.59M 0.48%
31,754
-1,450
50
$1.59M 0.48%
47,467
+6,271
1
2
3 4 5