LWM

LongView Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.04M
3
+$899K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$832K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$818K

Top Sells

1
+$5.87M
2
+$4.13M
3
+$4M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.94M
5
VTV icon
Vanguard Value ETF
VTV
+$3.91M

Sector Composition

1 Consumer Discretionary 8.94%
2 Technology 7.03%
3 Financials 3.36%
4 Consumer Staples 2.88%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.48M 0.45%
6,590
52
$1.46M 0.44%
29,154
-2,600
53
$1.45M 0.44%
25,508
+8,421
54
$1.4M 0.42%
11,853
-947
55
$1.4M 0.42%
53,120
+12,291
56
$1.31M 0.4%
49,063
-1,422
57
$1.29M 0.39%
2,076
+345
58
$1.27M 0.38%
13,220
+28
59
$1.26M 0.38%
8,548
+82
60
$1.22M 0.37%
24,554
-812
61
$1.21M 0.37%
6,540
-149
62
$1.19M 0.36%
40,788
-141,455
63
$1.19M 0.36%
10,811
+94
64
$1.18M 0.36%
23,847
-3,396
65
$1.15M 0.35%
43,262
+1,330
66
$1.15M 0.35%
1,554
-79
67
$1.14M 0.35%
18,952
+1
68
$1.07M 0.32%
10,362
+4,600
69
$1.05M 0.32%
10,022
-1,730
70
$1.04M 0.32%
11,099
+85
71
$1M 0.3%
1,013
-110
72
$987K 0.3%
34,116
-7,829
73
$978K 0.3%
4,779
74
$962K 0.29%
7,215
+699
75
$939K 0.28%
5,891
-663
1 2
3
4 5