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
$313M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.48M
3
+$1.35M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.18M

Top Sells

1
+$433K
2
+$324K
3
+$235K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$203K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$184K

Sector Composition

1 Consumer Discretionary 10.61%
2 Technology 8.13%
3 Financials 3.12%
4 Consumer Staples 2.99%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.46M 0.47%
12,639
+3,972
52
$1.42M 0.45%
10,507
+13
53
$1.42M 0.45%
6,866
+7
54
$1.4M 0.45%
7,091
+9
55
$1.33M 0.42%
43,922
+3,091
56
$1.29M 0.41%
37,735
+17,267
57
$1.28M 0.41%
3,961
+141
58
$1.18M 0.38%
5,899
+231
59
$1.14M 0.36%
9,529
+6,192
60
$1.12M 0.36%
41,949
+351
61
$1.12M 0.36%
6,444
-374
62
$1.1M 0.35%
39,888
+29
63
$1.07M 0.34%
21,308
+2,350
64
$1.06M 0.34%
9,765
+7,701
65
$1.04M 0.33%
11,440
-659
66
$1M 0.32%
14,000
-1,400
67
$989K 0.32%
1,727
-2
68
$984K 0.31%
1,110
+109
69
$955K 0.3%
28,735
-89
70
$942K 0.3%
9,841
-39
71
$942K 0.3%
5,634
-284
72
$904K 0.29%
41,073
-161
73
$877K 0.28%
12,953
+24
74
$876K 0.28%
3,328
-105
75
$870K 0.28%
4,391
-195
1 2
3
4 5