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
$333M
AUM Growth
+$5.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$2.27M
2
+$1.35M
3
+$798K
4
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$793K
5
AFL icon
Aflac
AFL
+$772K

Top Sells

1
+$574K
2
+$472K
3
+$446K
4
WFC icon
Wells Fargo
WFC
+$427K
5
RF icon
Regions Financial
RF
+$427K

Sector Composition

1 Consumer Discretionary 9.26%
2 Technology 6.81%
3 Financials 3.32%
4 Consumer Staples 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$958K 0.29%
41,660
+5,275
77
$941K 0.28%
1,633
-61
78
$927K 0.28%
4,779
+124
79
$909K 0.27%
4,878
-771
80
$868K 0.26%
17,509
+4,279
81
$840K 0.25%
6,516
+397
82
$824K 0.25%
26,810
-584
83
$822K 0.25%
3,353
-225
84
$815K 0.24%
12,826
+533
85
$798K 0.24%
+1
86
$792K 0.24%
5,070
-113
87
$779K 0.23%
4,494
-20
88
$753K 0.23%
17,987
+1,387
89
$752K 0.23%
2,795
-226
90
$746K 0.22%
4,871
-107
91
$742K 0.22%
4,796
-307
92
$709K 0.21%
5,850
93
$698K 0.21%
2,234
+8
94
$692K 0.21%
4,616
+160
95
$676K 0.2%
2,628
-536
96
$670K 0.2%
6,555
97
$656K 0.2%
48,028
-62
98
$649K 0.19%
12,600
+1,000
99
$639K 0.19%
+19,800
100
$627K 0.19%
9,542
+943
2 3
4
5 6