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
$369M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.48M
3
+$1.35M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.25M
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.16M

Top Sells

1
+$3.25M
2
+$820K
3
+$519K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$387K
5
AAPL icon
Apple
AAPL
+$329K

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
IVV icon
51
iShares Core S&P 500 ETF
IVV
$731B
$1.71M 0.46%
2,562
+486
CGMU icon
52
Capital Group Municipal Income ETF
CGMU
$4.52B
$1.68M 0.46%
61,727
+18,465
MGK icon
53
Vanguard Mega Cap Growth ETF
MGK
$32.5B
$1.67M 0.45%
4,151
-154
SMMU icon
54
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$947M
$1.63M 0.44%
32,154
+3,000
IEFA icon
55
iShares Core MSCI EAFE ETF
IEFA
$160B
$1.56M 0.42%
17,878
-3,504
ABBV icon
56
AbbVie
ABBV
$397B
$1.48M 0.4%
6,389
-151
DUK icon
57
Duke Energy
DUK
$93.1B
$1.46M 0.4%
11,824
-29
MGC icon
58
Vanguard Mega Cap 300 Index ETF
MGC
$9.05B
$1.46M 0.39%
5,962
-628
SCHG icon
59
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$1.42M 0.38%
44,352
+3,564
UPS icon
60
United Parcel Service
UPS
$81.1B
$1.39M 0.38%
16,696
-9,812
BNDX icon
61
Vanguard Total International Bond ETF
BNDX
$72.4B
$1.39M 0.38%
28,068
+3,514
XLI icon
62
State Street Industrial Select Sector SPDR ETF
XLI
$24.1B
$1.37M 0.37%
8,905
+357
IVW icon
63
iShares S&P 500 Growth ETF
IVW
$66.6B
$1.29M 0.35%
10,655
-156
VWO icon
64
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$1.28M 0.35%
23,638
-209
GOOG icon
65
Alphabet (Google) Class C
GOOG
$3.81T
$1.25M 0.34%
5,121
-5
CGHM
66
Capital Group Municipal High-Income ETF
CGHM
$2.4B
$1.25M 0.34%
49,242
+12,740
GARP
67
iShares MSCI USA Quality GARP ETF
GARP
$1.06B
$1.24M 0.34%
18,953
+1
VYM icon
68
Vanguard High Dividend Yield ETF
VYM
$67.4B
$1.21M 0.33%
8,615
+1,400
META icon
69
Meta Platforms (Facebook)
META
$1.63T
$1.2M 0.33%
1,639
+85
SCHP icon
70
Schwab US TIPS ETF
SCHP
$14.7B
$1.19M 0.32%
43,978
-5,085
MUB icon
71
iShares National Muni Bond ETF
MUB
$41.4B
$1.18M 0.32%
11,117
+1,095
CHD icon
72
Church & Dwight Co
CHD
$20.1B
$1.16M 0.31%
13,249
+29
IWF icon
73
iShares Russell 1000 Growth ETF
IWF
$126B
$1.09M 0.3%
2,333
+1,102
CGSD icon
74
Capital Group Short Duration Income ETF
CGSD
$1.78B
$1.07M 0.29%
41,341
+15,184
CGMM
75
Capital Group U.S. Small and Mid Cap ETF
CGMM
$980M
$1.03M 0.28%
36,193
+19,332
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3
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