LWM

LongView Wealth Management Portfolio holdings

AUM $398M
1-Year Est. Return 13.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$1.48M
3
+$1.31M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.22M
5
CGBL icon
Capital Group Core Balanced ETF
CGBL
+$1.14M

Top Sells

1
+$3.14M
2
+$889K
3
+$517K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$383K
5
SCHW icon
Charles Schwab
SCHW
+$302K

Sector Composition

1 Consumer Discretionary 8.01%
2 Technology 7.21%
3 Financials 3.12%
4 Consumer Staples 2.53%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.27%
4,667
-112
77
$987K 0.27%
4,728
78
$974K 0.26%
31,528
+12,179
79
$969K 0.26%
6,306
+415
80
$966K 0.26%
3,064
-15
81
$965K 0.26%
2,904
+4
82
$963K 0.26%
10,123
-976
83
$944K 0.26%
16,951
-726
84
$938K 0.25%
1,014
+1
85
$928K 0.25%
3,817
+46
86
$916K 0.25%
2,059
+77
87
$896K 0.24%
31,726
-2,390
88
$882K 0.24%
4,952
+73
89
$860K 0.23%
22,800
90
$831K 0.23%
4,084
+1,768
91
$829K 0.22%
6,771
+802
92
$821K 0.22%
14,100
+1,200
93
$802K 0.22%
25,374
-1,201
94
$793K 0.21%
11,652
+4,290
95
$779K 0.21%
18,485
+420
96
$777K 0.21%
9,915
-1,073
97
$765K 0.21%
4,423
+39
98
$761K 0.21%
9,973
+2,411
99
$754K 0.2%
1
100
$697K 0.19%
2,113
-133
2 3
4
5 6