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
$398M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$1.89M
3
+$1.47M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.1M
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$1.07M

Top Sells

1
+$3.72M
2
+$2.87M
3
+$2.36M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.36M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$2.29M

Sector Composition

1 Consumer Discretionary 6.24%
2 Technology 6.16%
3 Financials 2.63%
4 Consumer Staples 2.32%
5 Healthcare 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
51
iShares S&P 500 Growth ETF
IVW
$69.2B
$1.88M 0.47%
15,052
+1,697
UPS icon
52
United Parcel Service
UPS
$90.4B
$1.72M 0.43%
16,681
+25
FENI icon
53
Fidelity Enhanced International ETF
FENI
$8.96B
$1.72M 0.43%
43,189
-37,446
IEFA icon
54
iShares Core MSCI EAFE ETF
IEFA
$184B
$1.71M 0.43%
17,705
+429
VYM icon
55
Vanguard High Dividend Yield ETF
VYM
$76.1B
$1.71M 0.43%
11,182
+234
ABBV icon
56
AbbVie
ABBV
$369B
$1.66M 0.42%
7,881
+18
GARP
57
iShares MSCI USA Quality GARP ETF
GARP
$1.62B
$1.57M 0.4%
22,305
-1,488
FDVV icon
58
Fidelity High Dividend ETF
FDVV
$9.16B
$1.45M 0.36%
25,021
+8,659
GOOG icon
59
Alphabet (Google) Class C
GOOG
$4.11T
$1.45M 0.36%
4,377
-862
GOOGL icon
60
Alphabet (Google) Class A
GOOGL
$4.13T
$1.45M 0.36%
4,344
+266
GOVT icon
61
iShares US Treasury Bond ETF
GOVT
$41.2B
$1.44M 0.36%
62,678
+47,888
INMU icon
62
BlackRock Intermediate Muni Income Bond ETF
INMU
$447M
$1.42M 0.36%
58,898
+898
CGNG
63
Capital Group New Geography Equity ETF
CGNG
$1.94B
$1.41M 0.35%
40,676
-10,220
BDYN
64
iShares Dynamic Equity Active ETF
BDYN
$2.68B
$1.4M 0.35%
54,017
+12,427
CGMM
65
Capital Group U.S. Small and Mid Cap ETF
CGMM
$2.2B
$1.39M 0.35%
44,245
+2,220
BNDX icon
66
Vanguard Total International Bond ETF
BNDX
$78.2B
$1.38M 0.35%
28,601
+1,608
FESM icon
67
Fidelity Enhanced Small Cap ETF
FESM
$4.58B
$1.36M 0.34%
33,110
+17,291
IUSB icon
68
iShares Core Universal USD Bond ETF
IUSB
$36.5B
$1.36M 0.34%
29,271
+680
VWO icon
69
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$1.32M 0.33%
22,817
+694
IDMO icon
70
Invesco S&P International Developed Momentum ETF
IDMO
$3.55B
$1.31M 0.33%
21,726
+10,124
BSV icon
71
Vanguard Short-Term Bond ETF
BSV
$44.5B
$1.24M 0.31%
15,860
-4,340
IWF icon
72
iShares Russell 1000 Growth ETF
IWF
$125B
$1.22M 0.31%
2,655
+289
REZ icon
73
iShares Residential and Multisector Real Estate ETF
REZ
$848M
$1.22M 0.31%
13,856
+6,432
MUB icon
74
iShares National Muni Bond ETF
MUB
$43.7B
$1.22M 0.31%
11,393
-3,675
MGC icon
75
Vanguard Mega Cap 300 Index ETF
MGC
$9.29B
$1.21M 0.3%
4,790
-59
1 2
3
4 5