LWM

LongView Wealth Management Portfolio holdings

AUM $398M
1-Year Est. Return 13.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.48M
3
+$1.31M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.22M
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.14M

Top Sells

1
+$3.14M
2
+$889K
3
+$517K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$383K
5
SCHW icon
Charles Schwab
SCHW
+$302K

Sector Composition

1 Consumer Discretionary 8.01%
2 Technology 7.21%
3 Financials 3.12%
4 Consumer Staples 2.53%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.57M 0.97%
7,105
+627
27
$3.48M 0.94%
31,147
-690
28
$3.46M 0.94%
18,543
-1,477
29
$3.45M 0.93%
36,387
-397
30
$3.41M 0.92%
98,491
+27,912
31
$3.26M 0.88%
49,199
+112
32
$3.2M 0.87%
9,751
+318
33
$3.11M 0.84%
100,930
+43,905
34
$2.98M 0.81%
107,473
+23,121
35
$2.86M 0.78%
83,809
+12,336
36
$2.76M 0.75%
69,745
+65
37
$2.68M 0.73%
76,070
+225
38
$2.59M 0.7%
13,229
+190
39
$2.55M 0.69%
24,679
+14,317
40
$2.55M 0.69%
13,742
+183
41
$2.53M 0.69%
41,667
+3,791
42
$2.45M 0.66%
107,715
+14,819
43
$2.39M 0.65%
60,333
+6,702
44
$2.38M 0.64%
39,653
-134
45
$2.2M 0.6%
21,939
+6,442
46
$2.17M 0.59%
19,226
-339
47
$2.08M 0.56%
20,187
-50
48
$2.08M 0.56%
78,157
+25,037
49
$1.89M 0.51%
33,070
+7,562
50
$1.8M 0.49%
22,864
-6,572
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