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
$271M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.33M
3
+$1.69M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.61M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$982K

Top Sells

1
+$3.91M
2
+$632K
3
+$449K
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$304K
5
VB icon
Vanguard Small-Cap ETF
VB
+$269K

Sector Composition

1 Consumer Discretionary 11.39%
2 Technology 8.81%
3 Consumer Staples 3.13%
4 Financials 3.1%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$721K 0.27%
4,371
+72
77
$714K 0.26%
+3,913
78
$703K 0.26%
3,038
+159
79
$696K 0.26%
3,443
-112
80
$684K 0.25%
1,250
+186
81
$676K 0.25%
6,220
+507
82
$673K 0.25%
4,305
-709
83
$660K 0.24%
20,468
+1,476
84
$630K 0.23%
6,555
85
$604K 0.22%
9,166
-1,091
86
$596K 0.22%
5,025
+480
87
$589K 0.22%
2,313
-41
88
$575K 0.21%
43,534
+14,132
89
$568K 0.21%
12,145
+51
90
$561K 0.21%
4,327
91
$549K 0.2%
3,613
+201
92
$549K 0.2%
14,299
-328
93
$548K 0.2%
5,258
+142
94
$537K 0.2%
33,111
+469
95
$521K 0.19%
2,675
96
$514K 0.19%
18,875
+289
97
$505K 0.19%
32,250
-755
98
$491K 0.18%
6,732
+21
99
$479K 0.18%
8,941
-1,214
100
$470K 0.17%
2,188
+7
2 3
4
5 6