LWM
LongView Wealth Management Portfolio holdings
AUM
$330M
This Quarter Return
+7.14%
1 Year Return
+12.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$313M
AUM Growth
+$313M
(+16%)
Cap. Flow
+$24.9M
Cap. Flow
% of AUM
7.96%
Top 10 Holdings %
Top 10 Hldgs %
36.13%
Holding
198
New
16
Increased
92
Reduced
71
Closed
4
Top Buys
| 1 |
Fidelity Total Bond ETF
FBND
|
$1.87M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$1.48M |
| 3 |
Capital Group Core Balanced ETF
CGBL
|
$1.35M |
| 4 |
Capital Group Growth ETF
CGGR
|
$1.23M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
$1.18M |
Top Sells
| 1 |
Medtronic
MDT
|
$433K |
| 2 |
Packaging Corp of America
PKG
|
$324K |
| 3 |
Qualcomm
QCOM
|
$235K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$203K |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$184K |
Sector Composition
| 1 | Consumer Discretionary | 10.61% |
| 2 | Technology | 8.13% |
| 3 | Financials | 3.12% |
| 4 | Consumer Staples | 2.99% |
| 5 | Healthcare | 2.26% |
