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
$313M
AUM Growth
+$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.48M
3
+$1.35M
4
CGGR icon
Capital Group Growth ETF
CGGR
+$1.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.18M

Top Sells

1
+$433K
2
+$324K
3
+$235K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$203K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$184K

Sector Composition

1 Consumer Discretionary 10.61%
2 Technology 8.13%
3 Financials 3.12%
4 Consumer Staples 2.99%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$542K 0.17%
3,677
-628
102
$538K 0.17%
2,163
-25
103
$536K 0.17%
6,749
+17
104
$534K 0.17%
7,315
+702
105
$531K 0.17%
33,111
106
$529K 0.17%
7,038
+559
107
$527K 0.17%
11,191
+1,005
108
$527K 0.17%
18,123
-752
109
$521K 0.17%
4,569
+100
110
$519K 0.17%
2,408
-1,505
111
$514K 0.16%
3,232
+8
112
$507K 0.16%
5,003
+2,903
113
$500K 0.16%
2,747
114
$494K 0.16%
7,324
+940
115
$464K 0.15%
9,836
+151
116
$459K 0.15%
+14,944
117
$457K 0.15%
5,830
-128
118
$453K 0.14%
11,415
-329
119
$442K 0.14%
1,691
-15
120
$440K 0.14%
5,298
+6
121
$433K 0.14%
28,658
-3,592
122
$432K 0.14%
5,646
-482
123
$427K 0.14%
11,958
+68
124
$423K 0.14%
18,122
+25
125
$422K 0.13%
10,104
-766
3 4
5
6 7