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
$328M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.38M
3
+$1.15M
4
CGDG icon
Capital Group Dividend Growers ETF
CGDG
+$785K
5
CGSD icon
Capital Group Short Duration Income ETF
CGSD
+$726K

Top Sells

1
+$325K
2
+$306K
3
+$289K
4
XOM icon
Exxon Mobil
XOM
+$281K
5
GE icon
GE Aerospace
GE
+$225K

Sector Composition

1 Consumer Discretionary 9.84%
2 Technology 8.13%
3 Financials 3.06%
4 Consumer Staples 2.88%
5 Healthcare 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$897K 0.27%
3,021
+10
77
$896K 0.27%
39,351
-1,722
78
$882K 0.27%
1,498
+56
79
$861K 0.26%
27,394
-1,341
80
$858K 0.26%
3,578
+2
81
$853K 0.26%
3,164
-164
82
$836K 0.25%
36,385
+22,585
83
$827K 0.25%
32,081
+17,251
84
$791K 0.24%
4,514
-313
85
$781K 0.24%
6,119
+431
86
$771K 0.24%
1,909
+218
87
$747K 0.23%
12,293
-660
88
$724K 0.22%
4,082
-37
89
$678K 0.21%
4,456
+95
90
$675K 0.21%
16,600
+3,516
91
$674K 0.21%
2,092
-93
92
$661K 0.2%
13,230
+54
93
$659K 0.2%
6,453
94
$657K 0.2%
5,850
-285
95
$653K 0.2%
6,555
96
$647K 0.2%
33,051
-60
97
$646K 0.2%
11,600
98
$645K 0.2%
2,226
+8
99
$645K 0.2%
48,090
+293
100
$627K 0.19%
4,978
-166
2 3
4
5 6