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
$414M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.85M
3
+$1.74M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.67M
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$1.39M

Top Sells

1
+$753K
2
+$658K
3
+$449K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$357K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$335K

Sector Composition

1 Consumer Discretionary 7.13%
2 Technology 6.61%
3 Financials 3.19%
4 Consumer Staples 2.39%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CGGE
26
Capital Group Global Equity ETF
CGGE
$2.42B
$3.99M 0.96%
121,730
+20,800
NVDA icon
27
NVIDIA
NVDA
$4.86T
$3.7M 0.89%
20,007
+140
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.01T
$3.62M 0.87%
7,258
+153
KO icon
29
Coca-Cola
KO
$322B
$3.58M 0.86%
50,787
+1,588
AFL icon
30
Aflac
AFL
$59.7B
$3.56M 0.86%
32,684
+1,537
CGMS icon
31
Capital Group US Multi-Sector Income ETF
CGMS
$4.65B
$3.53M 0.85%
127,474
+20,001
VTV icon
32
Vanguard Value ETF
VTV
$169B
$3.52M 0.85%
17,892
-651
VTI icon
33
Vanguard Total Stock Market ETF
VTI
$608B
$3.36M 0.81%
9,804
+53
CGGO icon
34
Capital Group Global Growth Equity ETF
CGGO
$9.81B
$3.22M 0.78%
89,029
+5,220
SCHG icon
35
Schwab US Large-Cap Growth ETF
SCHG
$53.4B
$3.15M 0.76%
95,570
+51,218
FENI icon
36
Fidelity Enhanced International ETF
FENI
$8.9B
$3.06M 0.74%
80,635
+4,565
SO icon
37
Southern Company
SO
$104B
$3.01M 0.73%
34,746
-1,641
CGUS icon
38
Capital Group Core Equity ETF
CGUS
$9.94B
$2.94M 0.71%
71,311
+10,978
JNJ icon
39
Johnson & Johnson
JNJ
$545B
$2.9M 0.7%
13,845
+103
STIP icon
40
iShares 0-5 Year TIPS Bond ETF
STIP
$14.9B
$2.8M 0.68%
27,340
+2,661
CGMU icon
41
Capital Group Municipal Income ETF
CGMU
$5.75B
$2.77M 0.67%
100,530
+38,803
CGCP icon
42
Capital Group Core Plus Income ETF
CGCP
$7.48B
$2.66M 0.64%
117,370
+9,655
O icon
43
Realty Income
O
$59.7B
$2.65M 0.64%
45,002
+3,335
IYW icon
44
iShares US Technology ETF
IYW
$20.4B
$2.63M 0.64%
12,991
-238
JEPI icon
45
JPMorgan Equity Premium Income ETF
JEPI
$45B
$2.57M 0.62%
44,145
+11,075
UTG icon
46
Reaves Utility Income Fund
UTG
$3.73B
$2.47M 0.6%
67,315
-2,430
CGCB icon
47
Capital Group Core Bond ETF
CGCB
$4.72B
$2.46M 0.59%
92,723
+14,566
AGG icon
48
iShares Core US Aggregate Bond ETF
AGG
$136B
$2.4M 0.58%
23,948
+2,009
IVV icon
49
iShares Core S&P 500 ETF
IVV
$777B
$2.39M 0.58%
3,428
+866
WMT icon
50
Walmart Inc
WMT
$1.03T
$2.39M 0.58%
20,229
+42
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