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
$271M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.33M
3
+$1.69M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.61M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$982K

Top Sells

1
+$3.91M
2
+$632K
3
+$449K
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$304K
5
VB icon
Vanguard Small-Cap ETF
VB
+$269K

Sector Composition

1 Consumer Discretionary 11.39%
2 Technology 8.81%
3 Consumer Staples 3.13%
4 Financials 3.1%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.45%
7,082
+40
52
$1.2M 0.44%
3,820
-2,012
53
$1.16M 0.43%
40,831
+711
54
$1.12M 0.42%
6,818
+237
55
$1.12M 0.41%
21,211
+4,741
56
$1.09M 0.4%
5,918
+513
57
$1.07M 0.4%
39,859
+12,259
58
$1.05M 0.39%
15,400
59
$1.03M 0.38%
5,668
60
$1.03M 0.38%
41,598
-249
61
$1.02M 0.38%
12,099
-76
62
$925K 0.34%
5,081
-1,111
63
$923K 0.34%
18,958
+33
64
$914K 0.34%
9,880
+729
65
$909K 0.34%
28,824
-312
66
$872K 0.32%
1,729
-33
67
$869K 0.32%
8,667
+391
68
$857K 0.32%
3,433
+43
69
$851K 0.31%
1,001
-9
70
$847K 0.31%
28,484
+10,891
71
$837K 0.31%
4,586
-200
72
$803K 0.3%
2,699
-9
73
$797K 0.29%
12,929
+481
74
$795K 0.29%
4,839
-297
75
$788K 0.29%
41,234
+203
1 2
3
4 5