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
$330M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.04M
3
+$899K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$832K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$818K

Top Sells

1
+$5.87M
2
+$4.13M
3
+$4M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.94M
5
VTV icon
Vanguard Value ETF
VTV
+$3.91M

Sector Composition

1 Consumer Discretionary 8.94%
2 Technology 7.03%
3 Financials 3.36%
4 Consumer Staples 2.88%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AFL icon
26
Aflac
AFL
$57.6B
$3.36M 1.02%
31,837
+5,483
NVDA icon
27
NVIDIA
NVDA
$4.46T
$3.28M 0.99%
20,744
-870
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.15M 0.95%
6,478
-604
VTI icon
29
Vanguard Total Stock Market ETF
VTI
$543B
$2.87M 0.87%
9,433
+632
VO icon
30
Vanguard Mid-Cap ETF
VO
$87.5B
$2.82M 0.85%
10,068
+2,624
VT icon
31
Vanguard Total World Stock ETF
VT
$54.2B
$2.7M 0.82%
21,034
+4,387
UPS icon
32
United Parcel Service
UPS
$73.2B
$2.68M 0.81%
26,508
-265
FENI icon
33
Fidelity Enhanced International ETF
FENI
$4.28B
$2.52M 0.76%
75,845
+17,795
UTG icon
34
Reaves Utility Income Fund
UTG
$3.58B
$2.52M 0.76%
69,680
+68
CGDG icon
35
Capital Group Dividend Growers ETF
CGDG
$3.33B
$2.37M 0.72%
70,579
+17,487
CGMS icon
36
Capital Group US Multi-Sector Income ETF
CGMS
$3.31B
$2.33M 0.71%
84,352
+17,646
BSV icon
37
Vanguard Short-Term Bond ETF
BSV
$39B
$2.32M 0.7%
29,436
-50,791
CGGO icon
38
Capital Group Global Growth Equity ETF
CGGO
$7.38B
$2.28M 0.69%
71,473
+4,527
VEA icon
39
Vanguard FTSE Developed Markets ETF
VEA
$178B
$2.27M 0.69%
39,787
-4,171
IYW icon
40
iShares US Technology ETF
IYW
$22.1B
$2.26M 0.68%
13,039
-53
O icon
41
Realty Income
O
$54.8B
$2.18M 0.66%
37,876
+1,272
XOM icon
42
Exxon Mobil
XOM
$479B
$2.11M 0.64%
19,565
-642
CGCP icon
43
Capital Group Core Plus Income ETF
CGCP
$5.79B
$2.09M 0.63%
92,896
+5,881
JNJ icon
44
Johnson & Johnson
JNJ
$465B
$2.07M 0.63%
13,559
-405
CGUS icon
45
Capital Group Core Equity ETF
CGUS
$7.31B
$1.98M 0.6%
53,631
+6,164
WMT icon
46
Walmart
WMT
$859B
$1.98M 0.6%
20,237
-1,189
IEFA icon
47
iShares Core MSCI EAFE ETF
IEFA
$157B
$1.78M 0.54%
21,382
-70,284
CGGE
48
Capital Group Global Equity ETF
CGGE
$1.03B
$1.66M 0.5%
57,025
+35,513
MGK icon
49
Vanguard Mega Cap Growth ETF
MGK
$30.8B
$1.58M 0.48%
4,305
+110
AGG icon
50
iShares Core US Aggregate Bond ETF
AGG
$133B
$1.54M 0.47%
15,497
+2,802
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