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
$313M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.48M
3
+$1.35M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.18M

Top Sells

1
+$433K
2
+$324K
3
+$235K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$203K
5
IEMG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$865K 0.28%
4,827
-12
77
$832K 0.27%
1,442
+192
78
$825K 0.26%
4,972
-109
79
$817K 0.26%
3,011
-27
80
$784K 0.25%
28,177
+17,590
81
$754K 0.24%
3,576
+133
82
$742K 0.24%
4,361
-10
83
$729K 0.23%
5,688
+663
84
$722K 0.23%
6,135
-85
85
$700K 0.22%
6,555
86
$687K 0.22%
2,185
-514
87
$683K 0.22%
26,361
+10,006
88
$680K 0.22%
6,453
+1,561
89
$678K 0.22%
47,797
+4,263
90
$676K 0.22%
2,218
-95
91
$667K 0.21%
13,176
+1,031
92
$667K 0.21%
4,119
+506
93
$659K 0.21%
5,144
-114
94
$645K 0.21%
11,600
+4,300
95
$642K 0.21%
4,327
96
$622K 0.2%
+10,769
97
$584K 0.19%
13,084
-1,215
98
$577K 0.18%
8,107
-1,059
99
$576K 0.18%
18,962
+8,306
100
$542K 0.17%
2,675
2 3
4
5 6