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
$271M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$4.36M
2
+$2.33M
3
+$1.69M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.61M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$982K

Top Sells

1
+$3.91M
2
+$632K
3
+$449K
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$304K
5
VB icon
Vanguard Small-Cap ETF
VB
+$269K

Sector Composition

1 Consumer Discretionary 11.39%
2 Technology 8.81%
3 Consumer Staples 3.13%
4 Financials 3.1%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$467K 0.17%
11,744
-148
102
$464K 0.17%
4,469
-52
103
$464K 0.17%
2,747
-1,300
104
$461K 0.17%
10,186
-159
105
$455K 0.17%
6,479
-91
106
$455K 0.17%
4,892
107
$448K 0.17%
6,613
+306
108
$446K 0.16%
5,958
+27
109
$442K 0.16%
6,128
+21
110
$441K 0.16%
3,224
111
$440K 0.16%
9,685
-508
112
$437K 0.16%
806
113
$433K 0.16%
5,500
-69
114
$426K 0.16%
10,870
+2,491
115
$420K 0.16%
4,235
-140
116
$416K 0.15%
+16,355
117
$409K 0.15%
3,208
-105
118
$409K 0.15%
6,384
+1,210
119
$406K 0.15%
3,809
-253
120
$405K 0.15%
5,292
-291
121
$401K 0.15%
2,201
-9
122
$394K 0.15%
435
-5
123
$387K 0.14%
13,807
+6,032
124
$382K 0.14%
1,457
-14
125
$379K 0.14%
7,300
+3,000
3 4
5
6 7