LWM
LongView Wealth Management Portfolio holdings
AUM
$330M
This Quarter Return
+9.19%
1 Year Return
+12.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$224M
AUM Growth
–
Cap. Flow
+$224M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
36.43%
Holding
170
New
170
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Home Depot
HD
|
$13.6M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$13.4M |
| 3 |
Apple
AAPL
|
$13.2M |
| 4 |
Genuine Parts
GPC
|
$10.3M |
| 5 |
iShares Morningstar Growth ETF
ILCG
|
$6.36M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 13.15% |
| 2 | Technology | 9.31% |
| 3 | Healthcare | 3.35% |
| 4 | Financials | 3.32% |
| 5 | Industrials | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total International Bond ETF
BNDX
$68.3B
| $644K | 0.29% |
+13,156
| New | +$644K |
|
77
JPMorgan Chase
JPM
$829B
| $631K | 0.28% |
+3,699
| New | +$631K |
|
78
PepsiCo
PEP
$204B
| $625K | 0.28% |
+3,739
| New | +$625K |
|
79
Meta Platforms (Facebook)
META
$1.86T
| $622K | 0.28% |
+1,740
| New | +$622K |
|
80
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $620K | 0.28% |
+6,555
| New | +$620K |
|
81
Capital Group Global Growth Equity ETF
CGGO
$6.87B
| $611K | 0.27% |
+23,988
| New | +$611K |
|
82
American Express
AXP
$231B
| $600K | 0.27% |
+3,213
| New | +$600K |
|
83
iShares Core Total USD Bond Market ETF
IUSB
$34B
| $598K | 0.27% |
+13,080
| New | +$598K |
|
84
iShares Core High Dividend ETF
HDV
$11.7B
| $591K | 0.26% |
+5,713
| New | +$591K |
|
85
Agilent Technologies
A
$35.7B
| $565K | 0.25% |
+4,327
| New | +$565K |
|
86
iShares MBS ETF
MBB
$41B
| $558K | 0.25% |
+5,987
| New | +$558K |
|
87
Abbott
ABT
$231B
| $556K | 0.25% |
+4,933
| New | +$556K |
|
88
Black Stone Minerals
BSM
$2.58B
| $548K | 0.24% |
+33,735
| New | +$548K |
|
89
BlueLinx
BXC
$652M
| $541K | 0.24% |
+4,892
| New | +$541K |
|
90
Tesla
TSLA
$1.08T
| $535K | 0.24% |
+2,277
| New | +$535K |
|
91
iShares Russell 1000 ETF
IWB
$43.2B
| $529K | 0.24% |
+2,026
| New | +$529K |
|
92
Norfolk Southern
NSC
$62.8B
| $504K | 0.22% |
+2,213
| New | +$504K |
|
93
Keysight
KEYS
$28.1B
| $488K | 0.22% |
+3,224
| New | +$488K |
|
94
Vanguard High Dividend Yield ETF
VYM
$64B
| $485K | 0.22% |
+4,340
| New | +$485K |
|
95
Medtronic
MDT
$119B
| $483K | 0.22% |
+5,569
| New | +$483K |
|
96
iShares Core S&P 500 ETF
IVV
$662B
| $482K | 0.22% |
+1,013
| New | +$482K |
|
97
Energy Transfer Partners
ET
$60.8B
| $473K | 0.21% |
+33,760
| New | +$473K |
|
98
Fidelity High Dividend ETF
FDVV
$6.72B
| $454K | 0.2% |
+10,754
| New | +$454K |
|
99
Digital Realty Trust
DLR
$57.2B
| $454K | 0.2% |
+3,396
| New | +$454K |
|
100
Welltower
WELL
$113B
| $449K | 0.2% |
+5,012
| New | +$449K |
|