LWM

LongView Wealth Management Portfolio holdings

AUM $398M
1-Year Est. Return 13.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.48M
3
+$1.31M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.22M
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.14M

Top Sells

1
+$3.14M
2
+$889K
3
+$517K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$383K
5
SCHW icon
Charles Schwab
SCHW
+$302K

Sector Composition

1 Consumer Discretionary 8.01%
2 Technology 7.21%
3 Financials 3.12%
4 Consumer Staples 2.53%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.46%
2,562
+486
52
$1.68M 0.46%
61,727
+18,465
53
$1.67M 0.45%
4,151
-154
54
$1.63M 0.44%
32,154
+3,000
55
$1.56M 0.42%
17,878
-3,504
56
$1.48M 0.4%
6,389
-151
57
$1.46M 0.4%
11,824
-29
58
$1.46M 0.39%
5,962
-628
59
$1.42M 0.38%
44,352
+3,564
60
$1.39M 0.38%
16,696
-9,812
61
$1.39M 0.38%
28,068
+3,514
62
$1.37M 0.37%
8,905
+357
63
$1.29M 0.35%
10,655
-156
64
$1.28M 0.35%
23,638
-209
65
$1.25M 0.34%
5,121
-5
66
$1.25M 0.34%
49,242
+12,740
67
$1.24M 0.34%
18,953
+1
68
$1.21M 0.33%
8,615
+1,400
69
$1.2M 0.33%
1,639
+85
70
$1.19M 0.32%
43,978
-5,085
71
$1.18M 0.32%
11,117
+1,095
72
$1.16M 0.31%
13,249
+29
73
$1.09M 0.3%
2,333
+1,102
74
$1.07M 0.29%
41,341
+15,184
75
$1.03M 0.28%
36,193
+19,332
1 2
3
4 5