LWM

LongView Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
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
26
$3.36M 1.02%
31,837
+5,483
27
$3.28M 0.99%
20,744
-870
28
$3.15M 0.95%
6,478
-604
29
$2.87M 0.87%
9,433
+632
30
$2.82M 0.85%
10,068
+2,624
31
$2.7M 0.82%
21,034
+4,387
32
$2.68M 0.81%
26,508
-265
33
$2.52M 0.76%
75,845
+17,795
34
$2.52M 0.76%
69,680
+68
35
$2.37M 0.72%
70,579
+17,487
36
$2.33M 0.71%
84,352
+17,646
37
$2.32M 0.7%
29,436
-50,791
38
$2.28M 0.69%
71,473
+4,527
39
$2.27M 0.69%
39,787
-4,171
40
$2.26M 0.68%
13,039
-53
41
$2.18M 0.66%
37,876
+1,272
42
$2.11M 0.64%
19,565
-642
43
$2.09M 0.63%
92,896
+5,881
44
$2.07M 0.63%
13,559
-405
45
$1.98M 0.6%
53,631
+6,164
46
$1.98M 0.6%
20,237
-1,189
47
$1.78M 0.54%
21,382
-70,284
48
$1.66M 0.5%
57,025
+35,513
49
$1.58M 0.48%
4,305
+110
50
$1.54M 0.47%
15,497
+2,802
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