LWM

LongView Wealth Management Portfolio holdings

AUM $414M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$1.04M
3
+$899K
4
FBND icon
Fidelity Total Bond ETF
FBND
+$832K
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$818K

Top Sells

1
+$5.87M
2
+$4.13M
3
+$4M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$3.94M
5
VTV icon
Vanguard Value ETF
VTV
+$3.91M

Sector Composition

1 Consumer Discretionary 8.94%
2 Technology 7.03%
3 Financials 3.36%
4 Consumer Staples 2.88%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$925K 0.28%
2,900
+105
77
$922K 0.28%
4,728
-150
78
$920K 0.28%
17,677
+168
79
$909K 0.28%
5,126
+56
80
$899K 0.27%
+36,502
81
$893K 0.27%
3,079
-274
82
$815K 0.25%
26,575
-235
83
$814K 0.25%
4,478
-16
84
$808K 0.24%
2,000
85
$804K 0.24%
22,800
+3,000
86
$799K 0.24%
10,988
+1,446
87
$764K 0.23%
4,384
+348
88
$750K 0.23%
4,879
+8
89
$748K 0.23%
18,065
+78
90
$729K 0.22%
1
91
$699K 0.21%
5,969
+119
92
$696K 0.21%
12,900
+300
93
$678K 0.21%
26,157
-28,982
94
$675K 0.2%
6,704
+149
95
$674K 0.2%
29,343
-12,317
96
$665K 0.2%
3,771
-1,025
97
$630K 0.19%
1,982
+9
98
$625K 0.19%
2,140
-94
99
$621K 0.19%
10,991
+126
100
$620K 0.19%
10,500
-3,500
2 3
4
5 6