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

Top Buys

1
+$2.04M
2
+$1.91M
3
+$1.8M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.69M
5
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$1.4M

Top Sells

1
+$763K
2
+$690K
3
+$455K
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$379K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$335K

Sector Composition

1 Consumer Discretionary 7.13%
2 Technology 6.61%
3 Financials 2.92%
4 Consumer Staples 2.39%
5 Healthcare 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
51
Vanguard FTSE Developed Markets ETF
VEA
$202B
$2.36M 0.57%
36,358
-3,295
XOM icon
52
Exxon Mobil
XOM
$545B
$2.23M 0.54%
17,984
-1,242
UPS icon
53
United Parcel Service
UPS
$92.2B
$1.8M 0.43%
16,656
-40
GOOG icon
54
Alphabet (Google) Class C
GOOG
$4.02T
$1.74M 0.42%
5,239
+118
ABBV icon
55
AbbVie
ABBV
$383B
$1.73M 0.42%
7,863
+1,474
CGNG
56
Capital Group New Geography Equity ETF
CGNG
$1.35B
$1.71M 0.41%
50,896
+19,368
IVW icon
57
iShares S&P 500 Growth ETF
IVW
$66.9B
$1.67M 0.4%
13,355
+2,700
GARP
58
iShares MSCI USA Quality GARP ETF
GARP
$1.06B
$1.67M 0.4%
23,793
+4,840
SMMU icon
59
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$985M
$1.63M 0.39%
32,154
MUB icon
60
iShares National Muni Bond ETF
MUB
$42.1B
$1.62M 0.39%
15,068
+3,951
VYM icon
61
Vanguard High Dividend Yield ETF
VYM
$71.5B
$1.62M 0.39%
10,948
+2,333
IEFA icon
62
iShares Core MSCI EAFE ETF
IEFA
$170B
$1.6M 0.39%
17,276
-602
BSV icon
63
Vanguard Short-Term Bond ETF
BSV
$42.4B
$1.59M 0.38%
20,200
-2,664
INMU icon
64
BlackRock Intermediate Muni Income Bond ETF
INMU
$267M
$1.4M 0.34%
+58,000
DUK icon
65
Duke Energy
DUK
$92.5B
$1.38M 0.33%
11,850
+26
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.02T
$1.35M 0.33%
4,078
+261
IUSB icon
67
iShares Core Universal USD Bond ETF
IUSB
$34.6B
$1.33M 0.32%
28,591
+18,821
BNDX icon
68
Vanguard Total International Bond ETF
BNDX
$74.7B
$1.31M 0.32%
26,993
-1,075
CGMM
69
Capital Group U.S. Small and Mid Cap ETF
CGMM
$1.27B
$1.28M 0.31%
42,025
+5,832
EPS icon
70
WisdomTree US LargeCap Fund
EPS
$1.39B
$1.28M 0.31%
+17,711
MGK icon
71
Vanguard Mega Cap Growth ETF
MGK
$32B
$1.27M 0.31%
3,057
-1,094
CGHM
72
Capital Group Municipal High-Income ETF
CGHM
$2.52B
$1.26M 0.3%
49,264
+22
VWO icon
73
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$1.25M 0.3%
22,123
-1,515
MGC icon
74
Vanguard Mega Cap 300 Index ETF
MGC
$9.93B
$1.24M 0.3%
4,849
-1,113
CHD icon
75
Church & Dwight Co
CHD
$21.7B
$1.15M 0.28%
13,281
+32
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3
4 5