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
$328M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.38M
3
+$1.15M
4
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$785K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$726K

Top Sells

1
+$325K
2
+$306K
3
+$289K
4
XOM icon
Exxon Mobil
XOM
+$281K
5
GE icon
GE Aerospace
GE
+$225K

Sector Composition

1 Consumer Discretionary 9.84%
2 Technology 8.13%
3 Financials 3.06%
4 Consumer Staples 2.88%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.44%
52,254
+8,332
52
$1.42M 0.43%
6,687
-179
53
$1.42M 0.43%
4,139
+178
54
$1.4M 0.43%
54,673
+28,312
55
$1.37M 0.42%
10,404
-103
56
$1.37M 0.42%
12,698
+59
57
$1.3M 0.4%
50,404
-4,408
58
$1.24M 0.38%
28,243
-2,980
59
$1.23M 0.38%
25,159
+3,851
60
$1.23M 0.37%
41,427
+26,483
61
$1.22M 0.37%
45,491
+5,603
62
$1.22M 0.37%
12,613
-1,834
63
$1.2M 0.37%
6,777
-314
64
$1.16M 0.35%
14,000
65
$1.12M 0.34%
5,649
-250
66
$1.1M 0.34%
10,367
+602
67
$1.09M 0.33%
41,952
+3
68
$1.08M 0.33%
6,460
+16
69
$1.04M 0.32%
10,241
+400
70
$1.03M 0.31%
1,120
+10
71
$995K 0.3%
11,204
-236
72
$992K 0.3%
1,694
-33
73
$987K 0.3%
5,183
-451
74
$966K 0.29%
5,103
+131
75
$912K 0.28%
4,655
+264
1 2
3
4 5