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
$333M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.35M
3
+$798K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$793K
5
AFL icon
Aflac
AFL
+$772K

Top Sells

1
+$574K
2
+$472K
3
+$446K
4
WFC icon
Wells Fargo
WFC
+$427K
5
RF icon
Regions Financial
RF
+$427K

Sector Composition

1 Consumer Discretionary 9.26%
2 Technology 6.81%
3 Financials 3.32%
4 Consumer Staples 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.47%
12,800
+102
52
$1.45M 0.44%
13,192
-822
53
$1.42M 0.43%
55,139
+466
54
$1.4M 0.42%
6,689
-88
55
$1.36M 0.41%
50,485
+81
56
$1.34M 0.4%
54,842
-7,919
57
$1.33M 0.4%
6,590
-97
58
$1.3M 0.39%
4,195
+56
59
$1.26M 0.38%
12,695
+82
60
$1.24M 0.37%
11,752
+1,385
61
$1.24M 0.37%
25,366
+207
62
$1.23M 0.37%
27,243
-1,000
63
$1.19M 0.36%
41,945
+2,594
64
$1.12M 0.34%
41,932
-3,559
65
$1.12M 0.34%
6,554
+94
66
$1.11M 0.33%
8,466
-1,938
67
$1.07M 0.32%
40,829
+8,748
68
$1.06M 0.32%
1,123
+3
69
$1.03M 0.31%
11,014
-190
70
$1.02M 0.31%
14,000
71
$1.01M 0.3%
37,822
-4,130
72
$995K 0.3%
10,717
+476
73
$976K 0.29%
17,087
+6,885
74
$973K 0.29%
1,731
+233
75
$967K 0.29%
18,951
+14,251
1 2
3
4 5